Terms and conditions

Through
Setup
Terms and Conditions
, your firm can present an agreement or other text to all of your clients who use Onvio Client Center. Those clients need to accept the terms and conditions before accessing their portals.
Enter your own text or modify the sample text, and then select
Publish
. The terms and conditions aren’t active for your clients until you turn them on using the switch at the top of the screen.
When turned on, terms and conditions constitute an agreement between your firm and your clients. By enabling this agreement, you acknowledge that you understand and accept that the terms and conditions you present to clients are your own, and don’t involve Thomson Reuters.