On-Demand Training
On-Demand Training - What You Need, At Your Fingertips
As your business life gets busier, it becomes more important to access training at your own convenience. With that in mind, we are pleased to announce the availability of On-Demand Training to provide a 24-hour, instant-access training tool for our investment professionals and your sales assistants.

Complete with video demonstrations, voice-overs, and attached training materials, such as Participant Guides and Task References, this new interactive training method lets you learn at your own pace and convenience. Having it at your fingertips will provide an opportunity to increase efficiencies and deliver a consistent message to your entire team.

Connect now to access this powerful tool, or log on to NetExchange Pro® and click the Training Tools link located in the Learning Center of The Source. Be sure to revisit this page frequently—we will be adding more On-Demand Training as we create new topics.

For more information, please contact Synergy Home Office at 1-888-333-7637.
Learn How To:
Create a Group of Accounts
Create a Split Screen View
Customize Screen Layouts
Enter Cost Basis
Perform an Account Search
Retrieve Confirmations, Statements, and Tax Documents
View and Change Reinvestment
Instructions
View Order Status for Trades
Enter a Mutual Fund Purchase Order
Enter a Mutual Fund Redemption
Enter an Equity Purchase Order
Enter an Equity Sell Order
Enter Mutual Fund Exchanges