Document storage policy

Data and documents are kept on our servers for 90 days. However, on the date of cancellation for Onvio, you will no longer have access or be able to log into Onvio. Documents and data need to be downloaded or removed before the date of cancellation or the cancellation is submitted.

Internal notes


On a case-by-case basis the Retention Team may re-enable access after Onvio has been canceled for a short period of time, to allow the firm to download any forgotten or missed documents. If the Retention Team does provide access, it is usually for a week only. Please see a consultant and they will provide the next steps.


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