How to toggle between accounts (mobile app)

If you are linked to another portfolio on IQ Wealth, you can easily switch between them on the app. Follow these steps:

  1. Log into IQ Wealth on your mobile device.
  2. Tap on the person icon at the top right hand side.
  3. Tap "View as".
  4. Tap "Combined".
  5. The page will then update to the combined view and you will note the line graph and Portfolio Breakdown will now include additional assets.

If you would like more views added, please contact Investment Quorum to request this.