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:

  1. Log into IQ Wealth using the button below.

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