Manage linked accounts

If you have two or more linked accounts, which allow you to log in to multiple Onvio accounts using the same email address, you can manage your accounts by making the following changes.

• Make an account active or inactive
• Designate an account as your Home (default) account
• Edit the displayed nicknames for your accounts

You can also switch to one of your other linked accounts.

1. There are two ways to manage your linked accounts.
   • Click your name (near the top right of most screens), then click the Manage link.
   • Click your profile icon, then click the View Profile link. Select the Linked Accounts tab.
2. In the Linked Accounts panel, make any desired changes.
   • In the Active column, mark or clear boxes to change the active status of accounts. Only make an account inactive if you no longer use it but the firm has not yet removed it from their database.
   • In the Home column, select the account that you want to log in to by default. This account opens every time you log in.
   • In the Displayed Nickname column, change the name that appears on screen for each account. Your Account Name is used by default. The Firm column shows the firm with which each account is associated.
3. Click Save.
4. Click Close.

Related topics

Linked accounts