Disclosures
Important disclosures about Oakhold and how the service works.
Last updated: September 25, 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.
The oakhold.ai website is hosted and delivered by Cloudflare, Inc. (Cloudflare Pages), which processes visitors’ IP addresses and request metadata to serve the site. The beta sign-up form is processed by Formspree, Inc., which receives the email address you submit and forwards it to us. See our Privacy Policy for details.