How to upgrade to Veo One

If you're still using the legacy Veo platform, we suggest getting onto Veo One. It is a much more modern and robust update to the Veo platform many advisors are still using. The good news is that upgrading is very simple! 

To get access to Veo One, you will need to attend TD's official training on it. These webinars happen every Tuesday at 2 pm MST. To sign up, simply log into Veo, click on Resource Center > Education Center > Calendar. You will see a full list of all the available webinars, including the standing Veo One training webinars. Find the webinar that works for you and click Register. 

Once you have attended the webinar, your Veo user ID will automatically be upgraded to have Veo One access. You will see that a new Veo One link is available in the top of your legacy Veo instance. If you do not see the Veo One link in your legacy Veo instance after 24 hours please email us and let us know. 

Once you see that link, click on it and login once again. Congrats, you're now in Veo One! 

* Pro-tip - In order to access Veo One, you will want to bookmark that login page as it has a different URL than the legacy login. 

We hope this is helpful! Please let us know if you have any questions at support@xyinvestmentsolutions.com or by phone at (360) 301-7579. Thanks!