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.
