Switch companies in OnBalance

If you have linked more than one company to your Thomson Reuters account, you can switch between those companies to see and maintain records for each.

  1. In OnBalance, click the company setup menu, and then click Switch Accounts.
  2. In the Switch Accounts panel, select the company you want to open.
  3. Click Switch.
  1. In OnBalance, tap  > My Account > Switch Accounts.
  2. In the Switch Accounts screen, select the company you want to open.
  1. In OnBalance, tap  > My Account > Switch Accounts.
  2. In the Switch Accounts screen, select the company you want to open.

The availability of some or all of these features depends on your OnBalance bundle.


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