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
Opening new accounts on the IconiQ Platform
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 & 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 & activation of your new account