WQ View

FAQs

When will the new system be available?

You’ll receive an email, targeted to be sent around May 1st, launching the new WQ View. You will have to create new credentials to get logged in for the first time. We will send instructions on how to do this.

Will the old WQ View still work?

There will be a transition period where both versions of WQ View are active and being updated. The legacy WQ View system will be retired on or after 7/1/2025.

Will my old login information still work?

No, you will need to set up new credentials in the new WQ View. Instructions will be coming with the launch email to let you know how to do this.

Will everything transition over to the new WQ View?

Historical transaction data and account information will all be transitioned into the new WQ View. Items in your document vault will not be transferred to the new platform. We recommend saving any important documents you may need before the legacy system is shut down (on or after 7/1/25).

Will we lose any of the old features?

While the navigation may change slightly, the features available will be what you have become accustomed to in WQ View.

What new features will the system have?

WQ View will now have an app so you can take WQ View on the go. There are also additional tools on the site so you can communicate directly with your advisor and keep track of actions that need to be completed coming out of meetings.

How do I get the mobile app?

You can download the mobile app here and will be able to log in with your new WQ View Credentials:
‍

Download on Apple App Store

Download on Google Play

‍

The mobile app will not work with legacy WQ View credentials.

Can you provide information on the security behind the new system?

For information about the security behind the new system, please click this link: Privacy Policy at SS&C - Protecting Your Information | SS&C

Do you have training materials available?

Yes, please take a look at the other downloadable tools and the video on this site for more information on how to navigate the new WQ View.

How do I download documents from the document vault in the legacy WQ View system?

To download documents from the legacy WQ View vault:

Toggle to the “Documents” page
Click the open box next to the column headers to “Select All”
Click the “Download” button that appears next to “Total Results"
‍

Will I still have links to Checkpoint and Schwab from WQ View?

Yes, these quick links will still be accessible within the new WQ View.

Why are you making this change?

As a firm, we are always trying to stay in front of technology. Over the past few years, we have made an investment in the systems our firm uses with the goal of providing better communication and improved client experience.

Will there be two-step authentication?

Yes. Multi-factor authentication adds security, which is always top of mind when it comes to your personal financial information. The default is that this will go to your email address. You have the option to update your personal preferences by adding your mobile phone number to WQ View. If you are using SMS authentication and your phone number changes, you’ll need to authenticate using email authentication until you update your mobile phone number in WQ View.

What browsers are supported?

Google Chrome, Mozilla Firefox, Microsoft Edge, and Apple Safari

Who do I contact if I need help logging in?

You can reach out to the team at Wealthquest if you need any help. Email your team directly or call (513) 530-9700.

WQ View Resources

First-Time Login Instructions

Client Experience Guide

FAQs