Managing and uploading documents in the IQ wealth web app: a step-by-step guide
If you need guidance on which documents to upload to IQ Wealth, please refer to our suggestions below.
- Log into IQ Wealth using the button below.
IQ Wealth Login Page
- To access the Documents area, click this on the left-hand sidebar.
- You will see a list of default folders such as Anti Money Laundering Documents, Your Review Packs, Power of Attorney and Wills.
Here is a list of which files can be uploaded to each folder:
- Anti Money Laundering Documents: Passport, driving licence, bank statement, utility bills
- Your Review Packs: Performance reports
- Tax information: P60, payslip, tax return, tax code changes
- Market updates: Commentary on your portfolio
- Plan Information: Any documentation relating to any of your plans
- Client Agreements: Signed Client Agreement with Investment Quorum
- Property documents: Council tax bill, rental agreement, mortgage statement
- ICE - In Case of Emergency: Any documents that can assist your loved ones, such as instructions to find your original will, or the PIN code to any devices
- Insurance Documents: Policy information, Trust documentation
- Suitability Documents: Financial planning reports, suitability letters, Key Features Documents, illustrations
- Power of Attorney: Copy of your Power of Attorney documents
- Wills: Copy of your Will
If you need help uploading any documents, please visit our article by clicking the button below:
How to upload a document (web app)
This article is for informational purposes only. Information may not be accurate or complete. Consult with a qualified financial professional before making any investment decisions. All investing involves risk.
