Switch between Onvio and Client Center

If your Onvio account is linked to one or more Onvio Client Center accounts, you'll see an Apps button near the upper-right corner of the screen.

Click the Apps button and choose Client Center to open Client Center in a new tab of your browser.

To view linked Onvio Client Center accounts and pending tasks, click the expand arrow on the right side of the navigation pane, as shown below.

Navigation pane with expand arrow

The availability of some or all of these features depends on the applications your firm has licensed and the permissions your firm’s administrator has enabled for you.

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