How to toggle between accounts (web app)

If you are linked to another portfolio on IQ Wealth, you can easily switch between them. To do this, follow these steps:
‍

Log into IQ Wealth using the button below.

IQ Wealth Login Page
‍‍
Click on the gold dropdown button next to "Viewing as" underneath the Home banner.
‍
Click "Combined".
‍
Once you do this, "Viewing as" will update to "Combined" and the Portfolio Breakdown will increase.

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.

Share this article

Investment Management

Financial Planning