The Q Wealth mobile app provides you with easy and secure access to your investment portfolios so you can see your current holdings, the value of your portfolios, and any activity that has taken place. You can review your investments across all your portfolios, as well as on an individual portfolio basis. The app visualizes portfolio performance information as well as a breakdown of your asset allocation. You will also be able to analyze the performance of your portfolio(s), and each investment within.
If you have any questions about your portfolio, please contact your advisor’s office and we will be please to help and/or arrange a discussion with our Portfolio Managers as needed.