This is our newest client platform and is meant to be the “one stop shop” for our clients. eMoney is financial planning software that encompasses goal based financial planning and net worth tracking. eMoney also tracks your investment and retirement accounts held with Synergy Wealth Management as well as is a data aggregation tool that can feed in your outside accounts such as 401(k), bank accounts, loan accounts, credit card accounts, and much more. Clients also have a vault where they can receive and send documents, as well as store documents. Account statements and tax forms automatically get uploaded to your vault. It also gives day by day updates, so you can see what your account values are at any given time.
With our primary custodian being Charles Schwab, 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.
We also utilize Morningstar to provide an in-depth view of your accounts, including returns, performance, values, holdings, and we upload monthly portfolio reports to your vault. 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 the link above. After following the log-in steps, you will be able to access your social security benefits, as well as review your earnings history.
Advisor Background Check
SEC/Investment Advisor Check
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FINRA BrokerCheck
As defined on the FINRA website, FINRA oversees the people and firms that sell stocks, bonds, mutual funds and other securities. The website provides information about a potential broker, including employment history, certifications, and licenses. It also provides information about regulatory actions, violations, or complaints.