How to toggle between accounts (mobile app)

If you are linked to another portfolio on IQ Wealth, you can easily switch between them on the app. Follow these steps:

  1. Log into IQ Wealth on your mobile device

  1. Click on the person icon at the top right hand side

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  1. Click "View as"

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  1. Click "Combined"

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  1. The page will then update to the combined view and you will note the line graph and Portfolio Breakdown will now include additional assets

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If you would like more views added, please contact Investment Quorum to request this