Adding Held-Away Accounts (With Video)

Adding Heldaway Accounts from the Advisor Side

Chelsea Flood avatar
Written by Chelsea Flood
Updated over a week ago

Per the video above, our Held-Away accounts integrate through Plaid.

  • Once the accounts are connected to your Atlas site, you may access and assign customizations to each of them as you see fit within the Clients Tab.

Did this answer your question?