Heldaway Holdings

A position on an asset in a heldaway account

Represents a position within a sub account discovered through our heldaway aggregator service, Plaid.

This table always holds current positions; not historical data. Also, position and holding are used interchangeably when referring to Heldaway Holdings.

Holdings on heldaway accounts are discovered through our heldaway aggregator service, Quovo. Some fields and codes below are specific to Quovo as a result; consult Quovo’s documentation for more details.