Billing overview

Current API Plaid bills for items that were successfully created in our production environment, https://production.plaid.com. A successful creation is indicated by Plaid returning an access_token in response...

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Development mode account

Current API "Your account is currently in development mode" means that you may only make requests in our Development environment, https://development.plaid.com, or our Sandbox environment, https://sandbox.plai...

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API secret rotation and permissions

Plaid provides one secret for each of our three environments; Production, Development, and Sandbox. Both Production and Development secrets are provided once you request and receive access. In the case that a ...

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Storing and deleting items, access tokens, and public tokens

Current API Storage An access_token is your key to retrieving data on behalf of an item, a set of credentials at a financial institution. access_tokens are obtained by exchanging a public_token, which you...

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Migrating from Development to Production

Current API There are a few steps that must be taken to successfully switch from Plaid’s development environment to Plaid’s production environment. First, reach out to our Sales team, and they will be in touc...

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How to see current usage

Current API Once you have sent requests in development or production with a live, non-Sandbox access_token, you will start seeing usage statistics in your Dashboard: This shows the total number of items yo...

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Two-factor authentication for the Dashboard

We offer two-factor authentication for the Dashboard as an extra layer of security. See below for answers to common questions. What is two-factor authentication? Two-factor authentication is an extra laye...

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Resetting your password

If you lose your password and are locked out of your account, navigate to the Dashboard login page, and select Reset Password. On the Password Reset page, enter your email and select Reset password. Plaid...

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