Transitioning to CoastalOne

CoastalOne’s onboarding for financial professionals is one of the most seamless in the industry. Our one-touch Synergy+ platform allows financial professionals to easily transfer their accounts and registrations.


CoastalOne is the only firm to offer Synergy+.

Technology is a priority at CoastalOne. In addition to our exclusive Synergy+ FinTech solution for easy onboarding, account transfers, integration, and portfolio access, we ensure we have secure cyber technology to keep data protected and behind firewalls.

We offer hands-on concierge service that includes virtual sales assistants, top industry leadership at your fingertips, and expedient responses to inquiries. We also provide expertise in compliance.

Coming to CoastalOne is an easy transition and we guide you every step of the way.