How does linking accounts help me with financial planning? What access does my Hancock Whitney advisor have relative to my linked accounts?

When you link your financial accounts to HW Wealth Manager, your advisor will receive an alert. If you have created a financial plan with your advisor, those accounts can be linked to your plan. As your account values change, your financial plan will change as well. By including both assets and liabilities, you can project your finances over time and make smarter long-term financial decisions that get you closer to your goals.