How can I check the value of each of my holdings in my investments? (web app)

To check the cash balance of your investments within IQ Wealth, follow the steps below.

  1. Log into IQ Wealth

IQ Wealth Login Page

  1. Go to Net Worth

image

  1. Next, click on one of your investments.

image

  1. Select the Holdings tab beneath the Summary section.

image

  1. Your holdings are listed in alphabetical order, displaying the balance for each.

image