Legal
Disclosures
Important disclosures about Oakhold and how the service works.
Last updated: June 1, 2026
Oakhold is not a bank
Oakhold is a financial technology company, not a bank. We do not hold deposits, issue accounts, or provide banking services. Your money stays in your own existing accounts at all times.
No investment, legal, or tax advice
Nothing in the app or on this website constitutes investment, legal, or tax advice. Forecasts and AI insights are estimates based on your data and may be inaccurate.
Third-party services
Account connectivity is powered by Plaid Inc. Use of connected data is also subject to Plaid’s end-user privacy policy. Bank and brand names are the property of their respective owners and do not imply endorsement.
This page is a plain-language summary provided for transparency and is not a substitute for formal legal terms. For questions, contact us at privacy@oakhold.ai.