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Enable single-sign-on for the Veo One® Account Creation | TD Ameritrade Institutional Integration
Enable single-sign-on for the Veo One® Account Creation | TD Ameritrade Institutional Integration

Learn how to make fast account openings even faster with single-sign-on

Wealthbox Team avatar
Written by Wealthbox Team
Updated over a week ago

Single-sign-on, or SSO, for the Veo One Account Creation integration allows you to seamlessly sign in to Veo One without having to enter your username and password every time.

From the contact record page in Wealthbox, when you "Send To" Veo One...

...you will be taken to the following SSO screen within Veo One, where you must check the "Remember User" checkbox if you want to SSO from Wealthbox.

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