Linked accounts

The linked accounts feature allows you to use a single email address to log in to Onvio accounts at different firms. You can link any combination of staff and client accounts.

Linked accounts do not merge or share data. They are wholly separate logins that merely use the same email address.

To link accounts, you must already have at least one Onvio account and do one of the following.

  • Register a new account, at a different firm, using the same email address as at least one other Onvio account
  • Change the email address for an existing account to use the same email address as at least one other Onvio account

New registration

When you receive a registration message for your new Onvio account, click the Register Now link. Onvio recognizes that you are already using the email address. If you want to link accounts, you’ll need to enter the password for the email address you’re using and click the Link Accounts button.

Note: You’ll also have the option to use a different email address without linking accounts.

Existing account

When you change your login email address in your user profile to match the address used for another account, Onvio recognizes the presence of the other account and asks whether you want to link the accounts. Click Link Accounts.

Your Home account

Once you’ve linked Onvio accounts, you can log in normally. By default, you’ll be logged in to the account that’s designated as your Home account.

Switch to another account by clicking your name (near the top right of most screens) and selecting another account.

To change your Home account, see Manage linked accounts.

Internal Employees: Submit HHTC feedback


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