TD VEO Single Sign-On

How to enable Single Sign-On for TD VEO

*Please note this integration is not available to current Orion subscribers

 

Once logged into Advizr, click on the three lines at the top right and then Settings.

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Once in Settings, click into Integrations

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Once in Integrations, click into TD Veo One.

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Enter the TD Veo Username in the popup box.

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Please note that in addition to the above steps you must also complete this process to see your TD client data in Advizr: How do I link my TD account?