Help with Oakhold
Questions, problems, or feedback about the Oakhold app — write to us and we'll help.
Email support@oakhold.ai and tell us what happened — which screen you were on and what you expected helps us fix things faster. We are a small team and do not promise a reply time, but we read every message.
Common questions
How do I export or delete my data?
In the app, open Settings → Privacy. From there you can export your transactions as a CSV file, or permanently delete your account and all of your data. After deletion, backups are purged within 30 days.
Can Oakhold move money or see my bank login?
No. Account connections are read-only via Plaid: Oakhold can read transactions and balances to generate insights, and can never move, send, or withdraw money. Your bank login is entered with your bank and is never seen or stored by Oakhold.
Is Oakhold a bank?
No. 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.
Does Oakhold give financial advice?
No. Oakhold is a software tool, not a bank, broker, or licensed financial, investment, or tax advisor. Forecasts and AI insights are informational estimates based on your data and may be inaccurate. Always verify important decisions independently.
Do you sell my data or use it for ads?
No. We do not sell your personal or financial data to third parties, and we do not use it for advertising.
What does the AI assistant see?
Your messages and a summary of your finances — such as balances, category totals, subscriptions, and goals. Sensitive identifiers (bank tokens, account numbers, and other credentials) are automatically stripped before data reaches the AI model, and it never receives your bank login credentials or Plaid tokens.