How to upload a document (mobile app)

To upload a document to IQ Wealth on your mobile device, follow these steps:

  1. Log in to IQ Wealth on your mobile device.

  1. Click the document icon at the bottom of the page.

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  1. Click the + button in the golden circle.

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  1. Click Choose Files.

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  1. Choose the file you wish to upload and click to insert.

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  1. The selected file is now ready to upload by pressing the Upload button at the bottom of the page.

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  1. If you have selected the wrong document, you can delete it using the bin icon.

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  1. Select the folder you want the document to be uploaded to.

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  1. You will notice the folder icon will become empty, to confirm you have selected this and then click Save.

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  1. You will be taken back to the document folder page and the number of folder items contained will have increased.

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  • Note: When Investment Quorum uploads a file to your documents area, the folder items box will turn gold.

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

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