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  2. Managing Your Plaid Account

Managing Your Plaid Account

Navigate the Plaid Dashboard to customize settings, access tools, and update important information

Product Settings

  • How do I view my enabled Plaid products?
  • How do I add new Plaid products?
  • How do I remove a Plaid product or cancel a request to add?

Billing and Pricing

  • What is the Plaid Trial plan?
  • How do I upgrade from the Trial plan to a paid Production plan?
  • How do I stop billing for Plaid products I'm no longer using?
  • Can I use Plaid for free?
  • How much does Plaid cost, and what are the pricing models?
  • What are Plaid's prices and pricing plans, and how do they differ?
See all 11 articles

Dashboard Tools

  • How do I set up SCIM in the Dashboard?
  • What do the different support case statuses indicate?
  • How do I set up SSO in the Dashboard?
  • How do I download my support cases?
  • How do I view logs on the Plaid Dashboard?
  • How do I check the status of an Item using the Plaid Dashboard?
See all 7 articles

Company, Team, and User Settings

  • How do I create or edit a team?
  • How do I switch between teams, if I belong to more than one?
  • How do I manage my password and 2FA settings?
  • How do I edit my name or email address for my Plaid Dashboard login?
  • How do I terminate my Plaid account or team?

Compliance and Security

  • How can I access the results of Plaid's compliance audits?
  • Does Plaid regularly undergo compliance audits, and if so which ones?
Need more help? Log in to your Plaid Dashboard account to open a new support case or review your existing support cases.