Enable the Plaid integration to collect bank account and financial data. Once enabled, financial data sources will be available when creating data requests.
Step 1: Navigate to the Integrations page
Click Integrations in the left sidebar. Select the Additional data integrations tab and find the Plaid card.
Step 2: Click "Enable Plaid"
On the Plaid card, click Enable Plaid.
You can also see the Plaid status on the Organization tab in Settings, under the Financial Data (Plaid) panel.
Step 3: Submit your application
Enter your company details in the Enable Plaid modal. Check the attestation box to confirm your information is accurate and agree to Plaid's terms, then click Submit Application.
Step 4: Wait for activation
Activation may take up to 72 hours. When activation is complete, the Plaid card shows an Active badge and the Organization tab shows a Plaid enabled status. Bank Records can then be included as a data source when creating collection requests.
Next steps
Once Plaid is active, custodians can share bank records through the Upload Portal. See How do I collect financial records?.