Client Connections & Consent Management
Monitor client institution connections, send Plaid Link invitations, and manage 90-day CFPB Section 1033 consent renewals. HeldAway never retains client account balances.
Connected Clients
14 Households
Read-only Plaid Link connections active
Needs Client Action
2 Clients
Bank login update or 90-day renewal due
Pending Invitations
1 Client
Awaiting initial Plaid Link authorization
Data Retention Policy
Zero Balance Storage
Connection-only portal • Pass-through to CRM
Client Directory & Institution Status
Actionable connection health and 90-day authorization status per client household
John & Jane Doe
john.doe@example.com
CRM #RT-99201
JPMorgan Chase (Connected)
Wells Fargo (Re-authentication Required)
Robert & Mary Smith
r.smith@example.com
CRM #RT-88412
Fidelity Investments (Connected)
Bank of America (Connected)
David & Sarah Johnson
david.johnson@example.com
CRM #RT-77309
Charles Schwab (Connected)
JPMorgan Chase (Connected)
Eleanor Vance
eleanor.vance@example.com
CRM #RT-65104
No institutions connected yet