How to Upload Documents in the IQ Wealth using Mobile App
To upload a document to IQ Wealth on your mobile device, follow these steps:
- Log in to IQ Wealth on your mobile device
. - Click the document icon at the bottom of the page.
- Click the + button in the golden circle.
- Click Choose Files.
- Choose the file you wish to upload and click to insert.
- The selected file is now ready to upload by pressing the Upload button at the bottom of the page.
- If you have selected the wrong document, you can delete it using the bin icon.
- Select the folder you want the document to be uploaded to.
- You will notice the folder icon will become empty, to confirm you have selected this and then click Save.
- You will be taken back to the document folder page and the number of folder items contained will have increased.
Note: When Investment Quorum uploads a file to your documents area, the folder items box will turn gold.
Any document uploaded by Investment Quorum will be highlighted bold until you have viewed it.
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.
