Moneylink Overview

Heritage Financial Group uses the Moneylink platform as our primary planning tool and account aggregator. 

What Moneylink is | It’s meant to be a one stop place to keep tabs of your overall financial picture (net worth, cash flow, holdings, etc).  A place to store documents and a place for us to collaborate and create a plan for your financial future.

What Moneylink  is not | It’s not meant to be a performance reporting tool, or to display detailed account information (purchase date, cost basis, tax information). For detailed account information It is recommended to access other available custodial platforms.   

Guides Designed to Help You Get The Most Benefit From Moneylink

Overview and Registration

Security Features

Organizer Tab

Goal Tab

Investments Tab

Spending Tab

Vault Tab

Settings Tab

Mobile Device Access Tutorials

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