• Handling Plaid Errors

    This article is a breakdown of Plaid error codes and our recommendations for how to best handle them. Requires Client Action Invalid request errors: Client sends a malformed request that is missin...

  • Account selection in Link

    Within Link, you can enable an account selection pane, which allows a user to select one or more of the account(s) at their institution. When enabled, this pane will display once the user has succe...

  • Account_id overview

    Every Plaid API request returns an accounts key with information about the account(s) affiliated with a user’s credentials: { "accounts": [{ "account_id": "vzeNDwK7...

  • Access_token and Item FAQ

    How to track users across items Do items or access tokens expire? How do I remove an item? What are the differences among a public_token, access_token, and an item? How are tokens formatted? How to...

  • Migrating to Production

    There are a few steps that must be taken to successfully switch from Plaid’s Sandbox or Development environment to Plaid’s Production environment. If you haven't gotten Production access yet, reach...

  • Issues with accounts or transactions

    Missing transactions Transaction data quality Missing accounts Misclassified accounts Transactions You may occasionally notice that a user appears to be missing transactions or that some aspect of ...

  • Storing and deleting items, access tokens, and public tokens

    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 rece...

  • request_id overview

    Every Plaid API response includes a request_id as the 'X-Request-Id' header. The request_id is included regardless of whether or not the API request succeeded or failed.  Example response header fr...