HeldAway requires phishing-resistant multi-factor authentication and Section 1033 consent before unlocking Plaid Link.
🔒 Locked until MFA verified
Protected by NIST SP 800-63B AAL2/AAL3🔒 Locked until MFA verified
Multi-Factor Authentication & Consent Verified
Identity confirmed • Plaid Link unlocked for this session
Welcome to the HeldAway Client Security Portal
Your Financial Advisor, Magdalena O'Doherty (HAS Wealth Management), has invited you to authorize read-only account connections via Plaid Link.
Advisory Attribution • Magdalena O'Doherty — HAS Wealth Management
"Please verify your identity above and review the HeldAway Privacy & Data Retention Policy to link your institutions. HeldAway is a pure connection and normalization portal and never stores your banking credentials."
Confirm Household Contacts
Review your primary and secondary household contacts synchronized with your advisor's CRM.
HeldAway Privacy & Data Retention Policy (CFPB Section 1033)
Review the full in-app Privacy & Data Retention Policy (v2.4-2026-10) before linking your institutions.
1. Pure Read-Only OAuth Scope & Non-Reseller Guarantee
HeldAway.io collects read-only account metadata and up to 24 months (730 days) of transaction data solely to normalize and deliver data to your financial advisor. HeldAway never sells or resells consumer data.
2. AES-256 Encryption at Rest & PII Redaction
All tokens and statement descriptors are scrubbed of PII and encrypted at rest using AES-256 Fernet cryptography.
Authorizations remain active for 90 days and may be revoked at any time via "Disconnect & Delete My Data", which immediately calls Plaid /item/remove, purges all stored records, and issues a WORM Cryptographic Disposal Certificate.
Financial Institution Connections
Select an institution below to launch Plaid Link.
JPMorgan Chase
Plaid Link • Read-Only Connection
Launch Plaid Link
Fidelity Investments
Plaid Link • Read-Only Connection
Launch Plaid Link
Bank of America
Plaid Link • Read-Only Connection
Launch Plaid Link
Wells Fargo
Plaid Link • Read-Only Connection
Launch Plaid Link
Financial Institution Connections & Consent Status