Terms of Service
These terms govern your use of Oakhold. By using the app or website, you agree to them.
Last updated: June 1, 2026
Using Oakhold
Oakhold provides financial insights and an AI assistant for informational purposes. You must be at least 18 and provide accurate information when you create an account.
You are responsible for activity under your account and for keeping your login secure.
Not financial advice
Oakhold is a software tool, not a bank, broker, or licensed financial, investment, or tax advisor. Insights and AI responses are informational and should not be taken as professional advice. Always verify important decisions independently.
Accounts & connections
Account connections are provided read-only via Plaid. Oakhold cannot move money. You can revoke access at any time.
Changes & termination
We may update the service and these terms over time. We will notify you of material changes. You may stop using Oakhold and delete your account at any time.