How do I send a secure message? (web app)

To send a message on the IQ Wealth web app, follow these steps:
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Log into IQ Wealth using the link below.

IQ Wealth Login Page
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Click on the envelope icon in the top right hand corner or select Messaging from the left sidebar.
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Click the + button on the right side of the screen.
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A new conversation box will appear on the right side of your screen. Add a subject and your message, and attach a file if necessary.
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Click the Send button to send your message.

Charlotte Thomas

Operations and Technology Manager

Charlotte is Investment Quorum's Operations and Technology Manager. She works hard to increase our firm's operational efficiency across all departments by utilising technology, allowing our team to spend more time face-to-face with clients.

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