How to toggle between accounts (web 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 using the button below.

IQ Wealth Login Page

  1. Click on the gold dropdown button next to "Viewing as".

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  1. Click "Combined".

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  1. Once you do this, "Viewing as" will update to "Combined" and the Portfolio Breakdown will increase.

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