Share to FacebookShare to TwitterShare to LinkedIn

June 01, 2021

Newsletter - June 2021

Jenny Chiu

In this month's newsletter, learn about our latest product features and configurations, our growing YouTube channel, and our recent whitepaper on a critical component of fintech’s future. 

Product highlights

Data access to Charles Schwab has been restored: We’re excited to announce that your customers can now connect their Charles Schwab accounts through Plaid. No action is needed from your team. 

Announcing a new co-branded Consent pane for Link: Built with your feedback in mind, this new pane enables you to feature a combination of branding on the Consent pane: yours and Plaid’s, rather than just the latter. Log into the dashboard to opt into this pane. 

Introducing webhooks (notifications) for loan account data: Keeping track of changes to a user’s consumer-permissioned loan data just got easier with webhooks. Customers using our Liabilities product can now receive programmatic updates about their users’ loan accounts. 

Access categorized transactions for Assets: Customers using Assets are now automatically able to retrieve cleaned and categorized transactions as a part of an Asset Report. Just call the /asset_report/get endpoint with include_insights set to true. This is an optional feature and you’ll still be able to retrieve uncategorized transactions.

Recent bug fix for available balances: For Canadian institutions, available balances for credit card accounts will now return a value of ‘null’ if the credit limit is unknown. This is because without the credit limit, the available balance cannot always be determined.

Looking for our Changelog? You can find it in our docs.

Virtual events

Tune in via YouTube and never miss an event: Check out the Plaid YouTube channel to catch up on our most recent virtual events, including Tech Talk: Transform messy transaction data into clean, personalized insights.

In other news

The evolution from data access to data control: Privacy policy is gathering more and more state and federal attention. At Plaid, we believe meaningful control over one’s own financial data leads to better privacy practices and helps our industry evolve. Learn how in our latest whitepaper

Increasing new-customer acquisition 2.1x over: Ellevest is a financial learning and coaching platform for women. After switching to Plaid, their conversion rate increased by a factor of 2.1 compared with a previous provider. Read the customer story