General Information and Help - IQ Portal

Here is some helpful information to navigate the portal:

Once logged in:

GENERAL INFO & HELP:

• At the Home Page (Top left in red)
  

 

• Scroll down to the bottom of the page to Helpful Links. Click on any link that you would like to know more about.

• You can also go to the top right of your Home screen to “Get Help” or “Contact”

• Click on “Get Help” and it will take you to another website that provides Q&A and answers to commonly asked questions - https://worldpay.egain.cloud/kb/Help/home 
  
• Click on “Contact” to send an email directly to an IQ Portal rep regarding a specific need.
  
• Direct line to IQ Portal Support: 800-472-3164

STATEMENTS:

Statements are usually available sometime between the 3^rd and the 8^th of the month, varying month to month.  When you search, you will choose “Reports and Statements”, enter your merchant ID, then choose the date rate 6/1/23 through 6/15/2023 (the 1^st and the 15^th of the month you are searching).  This will produce your April processing/May statement.  If you want to set an email notification that your monthly statement is available:

• On the left side of the screen, click “Administration”
• There will be a drop down, then click “User Administration”
• It will take you to a new screen where you will see the users registered for that location
• Click “view” on your user
• It will take you to a new screen
• Click “edit” at top right
• Then you can check or uncheck boxes next to whichever preferences you would like
• When your preferences are updates as you’d like then, click “Save Access”