How to upload a document (web app)

To upload a document to IQ Wealth on the web app, follow these steps.

  1. Log into IQ Wealth using the button below.

  1. Click on Documents in the sidebar.

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  1. Choose the folder you would like to upload your file to. Click the upload button on the right hand side of the screen.

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4. Click on the document you wish to upload and click Open.

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  1. The document will then be added to your chosen folder, and the number of items in that folder will be updated.

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Note: If Investment Quorum uploads any documents, the number of items in the folder will be highlighted in gold.

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