Heldaway Accounts

Represents a heldaway account aggregated by the Plaid API

Heldaway accounts are typically unmanaged directly by an advisor, but still represent a significant piece of a client’s financial picture. Examples may include a savings account at a bank or a 401k. Atlas uses Quovo to aggregate heldaway information which is made accessible by connecting an account after providing login credentials directly on Atlas.

Many of the fields in this model are specific to Plaid; for more information please see Plaid's documentation.