Platform Experience

Below is a suite of short videos that demonstrate the functionality and ease of use of the IconiQ platform for both advisers and clients.

Navigating the IconiQ Platform

https://iconiqwrap.com.au/wp-content/uploads/2025/08/1._adviser_video_-_navigation-2.mp4

Opening new accounts on the IconiQ Platform

https://iconiqwrap.com.au/wp-content/uploads/2025/06/2._adviser_video_-_account_opening-1.mp4

Investing on the IconiQ Platform

Client & business reporting on the IconiQ Platform

Rollovers into the IconiQ Platform

Contributions into the IconiQ Platform

Transfers between accumulation and pension with IconiQ Super Wrap

Managing linked bank accounts on the IconiQ Platform

Cash deposits and withdrawals in an IconiQ IDPS account

In-specie transfer of assets into an IconiQ IDPS account

Navigating your IconiQ client portal

Registration and activation of your new account