Depending on your account, you may have several different ways to access it online.
With our primary custodian being TD Ameritrade Institutional, you can access your statements, as well as account information directly from them. We will first need to create a User ID for you. New users enter this UserID and your first time password will be the last six numbers of your social security number. There will be a number of security questions, and once completely into the site, you will need to change your password. Please allow up to 24 hours for your login to be accessible after initial request. Please click the link below.
We also utilize Morningstar to provide an in-depth view of your accounts, including returns, values, transaction history, holdings, and to act as a client portal for uploading documents and reports. For existing users, simply type in your login information. For new users, please contact Synergy Wealth Management and ask to activate your account. You will be given a User ID and be asked to provide a password of your choice. We are also able to aggregate accounts held outside of Synergy Wealth Management into this portal. If interested in this service please contact us. Please click the link to access your account.
To access your Social Security Documents, please click on the link below. After following the log-in steps, you will be able to access your social security benefits, as well as review your earnings history.
Social Security Information
Synergy Wealth Management utilizes MoneyGuide Pro for clien't financial plans. If your advisor has created a financial plan for you, you may access it online. If you are an existing user, simply type in your login information. If you are a new user, please contact Synergy Wealth Management to gain access to your MoneyGuide Pro account. You will be given your login credentials as well as a login link to your email.
PLEASE NOTE: The information being provided is strictly as a courtesy. When you access this link you are leaving our website and assume total responsibility for your use of the website you are linking to. We make no representation as to the completeness or accuracy of information provided at this website. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website.