To upload a document to IQ Wealth on the web app, follow these steps.
- Log into IQ Wealth using the hyperlink below.
IQ Wealth Login Page
- Click on Documents in the sidebar.
- Choose the folder you would like to upload your file to. Click the upload button on the right hand side of the screen.
- Click on the document you wish to upload and click Open.
- The document will then be added to your chosen folder, and the number of items in that folder will be updated.
Note: If Investment Quorum uploads any documents, the number of items in the folder will be highlighted in gold.