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.


Once in Settings, click into Integrations


Once in Integrations, click into TD Veo One.


Enter the TD Veo Username in the popup box.



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?