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.
- The document uploaded by Investment Quorum will be highlighted bold until you have viewed it.
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