To upload a document to IQ Wealth on the web app, follow these steps.
- Log into IQ Wealth using the button below.
- Click on Documents in the sidebar.
- Choose the folder you would like to upload your file to. Click the upload button on the right hand side of the screen.
4. Click on the document you wish to upload and click Open.
- The document will then be added to your chosen folder, and the number of items in that folder will be updated.
Note: If Investment Quorum uploads any documents, the number of items in the folder will be highlighted in gold.
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