If you are linked to another portfolio on IQ Wealth, you can easily switch between them on the app. Follow these steps:
- Log into IQ Wealth on your mobile device.
- Tap on the person icon at the top right hand side.
- Tap "View as".
- Tap "Combined".
- 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.
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.
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.
