Accounts
API reference for retrieving account information and seeing all possible account types and subtypes
/accounts/get
Retrieve accounts
The /accounts/get endpoint can be used to retrieve a list of accounts associated with any linked Item. Plaid will only return active bank accounts -- that is, accounts that are not closed and are capable of carrying a balance.
To return new accounts that were created after the user linked their Item, you can listen for the NEW_ACCOUNTS_AVAILABLE webhook and then use Link's update mode to request that the user share this new account with you.
/accounts/get is free to use and retrieves cached information, rather than extracting fresh information from the institution. The balance returned will reflect the balance at the time of the last successful Item update. If the Item is enabled for a regularly updating product, such as Transactions, Investments, or Liabilities, the balance will typically update about once a day, as long as the Item is healthy. If the Item is enabled only for products that do not frequently update, such as Auth or Identity, balance data may be much older.
For realtime balance information, use the paid endpoints /accounts/balance/get or /signal/evaluate instead.
Request fields
Your Plaid API client_id. The client_id is required and may be provided either in the PLAID-CLIENT-ID header or as part of a request body.
Your Plaid API secret. The secret is required and may be provided either in the PLAID-SECRET header or as part of a request body.
The access token associated with the Item data is being requested for.
An optional object to filter /accounts/get results.
An array of account_ids to retrieve for the Account.
const request: AccountsGetRequest = {
access_token: ACCESS_TOKEN,
};
try {
const response = await plaidClient.accountsGet(request);
const accounts = response.data.accounts;
} catch (error) {
// handle error
}
Response fields
An array of financial institution accounts associated with the Item.
If /accounts/balance/get was called, each account will include real-time balance information.
Plaid's unique identifier for the account. This value will not change unless Plaid can't reconcile the account with the data returned by the financial institution. This may occur, for example, when the name of the account changes. If this happens a new account_id will be assigned to the account.
The account_id can also change if the access_token is deleted and the same credentials that were used to generate that access_token are used to generate a new access_token on a later date. In that case, the new account_id will be different from the old account_id.
If an account with a specific account_id disappears instead of changing, the account is likely closed. Closed accounts are not returned by the Plaid API.
When using a CRA endpoint (an endpoint associated with Plaid Check Consumer Report, i.e. any endpoint beginning with /cra/), the account_id returned will not match the account_id returned by a non-CRA endpoint.
Like all Plaid identifiers, the account_id is case sensitive.
A set of fields describing the balance for an account. Balance information may be cached unless the balance object was returned by /accounts/balance/get or /signal/evaluate (using a Balance-only ruleset).
The amount of funds available to be withdrawn from the account, as determined by the financial institution.
For credit-type accounts, the available balance typically equals the limit less the current balance, less any pending outflows plus any pending inflows.
For depository-type accounts, the available balance typically equals the current balance less any pending outflows plus any pending inflows. For depository-type accounts, the available balance does not include the overdraft limit.
For investment-type accounts (or brokerage-type accounts for API versions 2018-05-22 and earlier), the available balance is the total cash available to withdraw as presented by the institution.
Note that not all institutions calculate the available balance. In the event that available balance is unavailable, Plaid will return an available balance value of null.
Available balance may be cached and is not guaranteed to be up-to-date in realtime unless the value was returned by /accounts/balance/get, or by /signal/evaluate with a Balance-only ruleset.
If current is null this field is guaranteed not to be null.
double The total amount of funds in or owed by the account.
For credit-type accounts, a positive balance indicates the amount owed; a negative amount indicates the lender owing the account holder.
For loan-type accounts, the current balance is the principal remaining on the loan, except in the case of student loan accounts at Sallie Mae (ins_116944). For Sallie Mae student loans, the account's balance includes both principal and any outstanding interest. Similar to credit-type accounts, a positive balance is typically expected, while a negative amount indicates the lender owing the account holder.
For investment-type accounts (or brokerage-type accounts for API versions 2018-05-22 and earlier), the current balance is the total value of assets as presented by the institution.
Note that balance information may be cached unless the value was returned by /accounts/balance/get or by /signal/evaluate with a Balance-only ruleset; if the Item is enabled for Transactions, the balance will be at least as recent as the most recent Transaction update. If you require realtime balance information, use the available balance as provided by /accounts/balance/get or /signal/evaluate called with a Balance-only ruleset_key.
When returned by /accounts/balance/get, this field may be null. When this happens, available is guaranteed not to be null.
double For credit-type accounts, this represents the credit limit.
For depository-type accounts, this represents the pre-arranged overdraft limit, which is common for current (checking) accounts in Europe.
In North America, this field is typically only available for credit-type accounts.
double The ISO-4217 currency code of the balance. Always null if unofficial_currency_code is non-null.
The unofficial currency code associated with the balance. Always null if iso_currency_code is non-null. Unofficial currency codes are used for currencies that do not have official ISO currency codes, such as cryptocurrencies and the currencies of certain countries.
See the currency code schema for a full listing of supported unofficial_currency_codes.
Timestamp in ISO 8601 format (YYYY-MM-DDTHH:mm:ssZ) indicating the last time the balance was updated.
This field is returned only when the institution is ins_128026 (Capital One).
date-time The last 2-4 alphanumeric characters of either the account's displayed mask or the account's official account number. Note that the mask may be non-unique between an Item's accounts.
The name of the account, either assigned by the user or by the financial institution itself
The official name of the account as given by the financial institution
investment: Investment account. In API versions 2018-05-22 and earlier, this type is called brokerage instead.
credit: Credit card
depository: Depository account
loan: Loan account
other: Non-specified account type
See the Account type schema for a full listing of account types and corresponding subtypes.
investment, credit, depository, loan, brokerage, otherSee the Account type schema for a full listing of account types and corresponding subtypes.
401a, 401k, 403B, 457b, 529, auto, brokerage, business, cash isa, cash management, cd, checking, commercial, construction, consumer, credit card, crypto exchange, ebt, education savings account, fhsa, fixed annuity, gic, health reimbursement arrangement, home equity, hsa, isa, ira, keogh, lif, life insurance, limited purpose checking, line of credit, lira, loan, lrif, lrsp, money market, mortgage, mutual fund, non-custodial wallet, non-taxable brokerage account, other, other insurance, other annuity, overdraft, paypal, payroll, pension, prepaid, prif, profit sharing plan, qshr, rdsp, resp, retirement, rlif, roth, roth 401k, roth 403B, roth 457b, roth pension, roth profit sharing plan, roth thrift savings plan, rrif, rrsp, sarsep, savings, sep ira, simple ira, sipp, stock plan, student, thrift savings plan, tfsa, trust, ugma, utma, variable annuityIndicates an Item's micro-deposit-based verification or database verification status. This field is only populated when using Auth and falling back to micro-deposit or database verification. Possible values are:
pending_automatic_verification: The Item is pending automatic verification.
pending_manual_verification: The Item is pending manual micro-deposit verification. Items remain in this state until the user successfully verifies the code.
automatically_verified: The Item has successfully been automatically verified.
manually_verified: The Item has successfully been manually verified.
verification_expired: Plaid was unable to automatically verify the deposit within 7 calendar days and will no longer attempt to validate the Item. Users may retry by submitting their information again through Link.
verification_failed: The Item failed manual micro-deposit verification because the user exhausted all 3 verification attempts. Users may retry by submitting their information again through Link.
unsent: The Item is pending micro-deposit verification, but Plaid has not yet sent the micro-deposit.
database_insights_pending: The Database Auth result is pending and will be available upon Auth request.
database_insights_fail: The Item's numbers have been verified using Plaid's data sources and have signal for being invalid and/or have no signal for being valid. Typically this indicates that the routing number is invalid, the account number does not match the account number format associated with the routing number, or the account has been reported as closed or frozen. Only returned for Auth Items created via Database Auth.
database_insights_pass: The Item's numbers have been verified using Plaid's data sources: the routing and account number match a routing and account number of an account recognized on the Plaid network, and the account is not known by Plaid to be frozen or closed. Only returned for Auth Items created via Database Auth.
database_insights_pass_with_caution: The Item's numbers have been verified using Plaid's data sources and have some signal for being valid: the routing and account number were not recognized on the Plaid network, but the routing number is valid and the account number is a potential valid account number for that routing number. Only returned for Auth Items created via Database Auth.
database_matched: (deprecated) The Item has successfully been verified using Plaid's data sources. Only returned for Auth Items created via Database Match.
null or empty string: Neither micro-deposit-based verification nor database verification are being used for the Item.
automatically_verified, pending_automatic_verification, pending_manual_verification, unsent, manually_verified, verification_expired, verification_failed, database_matched, database_insights_pass, database_insights_pass_with_caution, database_insights_failThe account holder name that was used for micro-deposit and/or database verification. Only returned for Auth Items created via micro-deposit or database verification. This name was manually-entered by the user during Link, unless it was otherwise provided via the user.legal_name request field in /link/token/create for the Link session that created the Item.
Insights from performing database verification for the account. Only returned for Auth Items using Database Auth.
Indicates the score of the name match between the given name provided during database verification (available in the verification_name field if using standard Database Auth, or provided in the request if using /auth/verify) and matched Plaid network accounts. If defined, will be a value between 0 and 100. Will be undefined if name matching was not enabled for the database verification session or if there were no eligible Plaid network matches to compare the given name with.
Status information about the account and routing number in the Plaid network.
Indicates whether we found at least one matching account for the ACH account and routing number.
Indicates if at least one matching account for the ACH account and routing number is already verified.
Information about known ACH returns for the account and routing number.
Indicates whether Plaid's data sources include a known administrative ACH return for this account and routing number.
Indicator of account number format validity for institution.
valid: indicates that the account number has a correct format for the institution.
invalid: indicates that the account number has an incorrect format for the institution.
unknown: indicates that there was not enough information to determine whether the format is correct for the institution.
valid, invalid, unknownA unique and persistent identifier for accounts that can be used to trace multiple instances of the same account across different Items for depository accounts. This field is currently supported only for Items at institutions that use Tokenized Account Numbers (i.e., Chase and PNC, and in May 2025 US Bank). Because these accounts have a different account number each time they are linked, this field may be used instead of the account number to uniquely identify an account across multiple Items for payments use cases, helping to reduce duplicate Items or attempted fraud. In Sandbox, this field is populated for TAN-based institutions (ins_56, ins_13) as well as the OAuth Sandbox institution (ins_127287); in Production, it will only be populated for accounts at applicable institutions.
Indicates the account's categorization as either a personal or a business account. This field is currently in beta; to request access, contact your account manager.
business, personal, unrecognizedMetadata about the Item.
The Plaid Item ID. The item_id is always unique; linking the same account at the same institution twice will result in two Items with different item_id values. Like all Plaid identifiers, the item_id is case-sensitive.
The Plaid Institution ID associated with the Item. Field is null for Items created without an institution connection, such as Items created via Same Day Micro-deposits.
The name of the institution associated with the Item. Field is null for Items created without an institution connection, such as Items created via Same Day Micro-deposits.
The URL registered to receive webhooks for the Item.
The method used to populate Auth data for the Item. This field is only populated for Items that have had Auth numbers data set on at least one of its accounts, and will be null otherwise. For info about the various flows, see our Auth coverage documentation.
INSTANT_AUTH: The Item's Auth data was provided directly by the user's institution connection.
INSTANT_MATCH: The Item's Auth data was provided via the Instant Match fallback flow.
AUTOMATED_MICRODEPOSITS: The Item's Auth data was provided via the Automated Micro-deposits flow.
SAME_DAY_MICRODEPOSITS: The Item's Auth data was provided via the Same Day Micro-deposits flow.
INSTANT_MICRODEPOSITS: The Item's Auth data was provided via the Instant Micro-deposits flow.
DATABASE_MATCH: The Item's Auth data was provided via the Database Match flow.
DATABASE_INSIGHTS: The Item's Auth data was provided via the Database Insights flow.
TRANSFER_MIGRATED: The Item's Auth data was provided via /transfer/migrate_account.
INVESTMENTS_FALLBACK: The Item's Auth data for Investments Move was provided via a fallback flow.
INSTANT_AUTH, INSTANT_MATCH, AUTOMATED_MICRODEPOSITS, SAME_DAY_MICRODEPOSITS, INSTANT_MICRODEPOSITS, DATABASE_MATCH, DATABASE_INSIGHTS, TRANSFER_MIGRATED, INVESTMENTS_FALLBACK, nullErrors are identified by error_code and categorized by error_type. Use these in preference to HTTP status codes to identify and handle specific errors. HTTP status codes are set and provide the broadest categorization of errors: 4xx codes are for developer- or user-related errors, and 5xx codes are for Plaid-related errors, and the status will be 2xx in non-error cases. An Item with a non-null error object will only be part of an API response when calling /item/get to view Item status. Otherwise, error fields will be null if no error has occurred; if an error has occurred, an error code will be returned instead.
A broad categorization of the error. Safe for programmatic use.
INVALID_REQUEST, INVALID_RESULT, INVALID_INPUT, INSTITUTION_ERROR, RATE_LIMIT_EXCEEDED, API_ERROR, ITEM_ERROR, ASSET_REPORT_ERROR, RECAPTCHA_ERROR, OAUTH_ERROR, PAYMENT_ERROR, BANK_TRANSFER_ERROR, INCOME_VERIFICATION_ERROR, MICRODEPOSITS_ERROR, SANDBOX_ERROR, PARTNER_ERROR, SIGNAL_ERROR, TRANSACTIONS_ERROR, TRANSACTION_ERROR, TRANSFER_ERROR, CHECK_REPORT_ERROR, CONSUMER_REPORT_ERROR, USER_ERRORThe particular error code. Safe for programmatic use.
The specific reason for the error code. Currently, reasons are only supported OAuth-based item errors; null will be returned otherwise. Safe for programmatic use.
Possible values:
OAUTH_INVALID_TOKEN: The user's OAuth connection to this institution has been invalidated.
OAUTH_CONSENT_EXPIRED: The user's access consent for this OAuth connection to this institution has expired.
OAUTH_USER_REVOKED: The user's OAuth connection to this institution is invalid because the user revoked their connection.
A developer-friendly representation of the error code. This may change over time and is not safe for programmatic use.
A user-friendly representation of the error code. null if the error is not related to user action.
This may change over time and is not safe for programmatic use.
A unique ID identifying the request, to be used for troubleshooting purposes. This field will be omitted in errors provided by webhooks.
In this product, a request can pertain to more than one Item. If an error is returned for such a request, causes will return an array of errors containing a breakdown of these errors on the individual Item level, if any can be identified.
causes will be provided for the error_type ASSET_REPORT_ERROR or CHECK_REPORT_ERROR. causes will also not be populated inside an error nested within a warning object.
The HTTP status code associated with the error. This will only be returned in the response body when the error information is provided via a webhook.
The URL of a Plaid documentation page with more information about the error
Suggested steps for resolving the error
A list of the account subtypes that were requested via the account_filters parameter in /link/token/create. Currently only populated for NO_ACCOUNTS errors from Items with investments_auth as an enabled product.
A list of the account subtypes that were extracted but did not match the requested subtypes via the account_filters parameter in /link/token/create. Currently only populated for NO_ACCOUNTS errors from Items with investments_auth as an enabled product.
A list of products available for the Item that have not yet been accessed. The contents of this array will be mutually exclusive with billed_products.
assets, auth, balance, balance_plus, beacon, identity, identity_match, investments, investments_auth, liabilities, payment_initiation, identity_verification, transactions, credit_details, income, income_verification, standing_orders, transfer, employment, recurring_transactions, transactions_refresh, signal, statements, processor_payments, processor_identity, profile, cra_base_report, cra_income_insights, cra_partner_insights, cra_network_insights, cra_cashflow_insights, cra_monitoring, cra_lend_score, cra_plaid_credit_score, layer, pay_by_bank, protect_linked_bank, protect_transactionsA list of products that have been billed for the Item. The contents of this array will be mutually exclusive with available_products. Note - billed_products is populated in all environments but only requests in Production are billed. Also note that products that are billed on a pay-per-call basis rather than a pay-per-Item basis, such as balance, will not appear here.
assets, auth, balance, balance_plus, beacon, identity, identity_match, investments, investments_auth, liabilities, payment_initiation, identity_verification, transactions, credit_details, income, income_verification, standing_orders, transfer, employment, recurring_transactions, transactions_refresh, signal, statements, processor_payments, processor_identity, profile, cra_base_report, cra_income_insights, cra_partner_insights, cra_network_insights, cra_cashflow_insights, cra_monitoring, cra_lend_score, cra_plaid_credit_score, layer, pay_by_bank, protect_linked_bank, protect_transactionsA list of products added to the Item. In almost all cases, this will be the same as the billed_products field. For some products, it is possible for the product to be added to an Item but not yet billed (e.g. Assets, before /asset_report/create has been called, or Auth or Identity when added as Optional Products but before their endpoints have been called), in which case the product may appear in products but not in billed_products.
assets, auth, balance, balance_plus, beacon, identity, identity_match, investments, investments_auth, liabilities, payment_initiation, identity_verification, transactions, credit_details, income, income_verification, standing_orders, transfer, employment, recurring_transactions, transactions_refresh, signal, statements, processor_payments, processor_identity, profile, cra_base_report, cra_income_insights, cra_partner_insights, cra_network_insights, cra_cashflow_insights, cra_monitoring, cra_lend_score, cra_plaid_credit_score, layer, pay_by_bank, protect_linked_bank, protect_transactionsA list of products that the user has consented to for the Item via Data Transparency Messaging. This will consist of all products where both of the following are true: the user has consented to the required data scopes for that product and you have Production access for that product.
assets, auth, balance, balance_plus, beacon, identity, identity_match, investments, investments_auth, liabilities, transactions, income, income_verification, transfer, employment, recurring_transactions, signal, statements, processor_payments, processor_identity, cra_base_report, cra_income_insights, cra_lend_score, cra_partner_insights, cra_cashflow_insights, cra_monitoring, layerThe date and time at which the Item's access consent will expire, in ISO 8601 format. If the Item does not have consent expiration scheduled, this field will be null. Currently, only institutions in Europe and a small number of institutions in the US have expiring consent. For a list of US institutions that currently expire consent, see the OAuth Guide.
date-time Indicates whether an Item requires user interaction to be updated, which can be the case for Items with some forms of two-factor authentication.
background - Item can be updated in the background
user_present_required - Item requires user interaction to be updated
background, user_present_requiredA unique identifier for the request, which can be used for troubleshooting. This identifier, like all Plaid identifiers, is case sensitive.
{
"accounts": [
{
"account_id": "blgvvBlXw3cq5GMPwqB6s6q4dLKB9WcVqGDGo",
"balances": {
"available": 100,
"current": 110,
"iso_currency_code": "USD",
"limit": null,
"unofficial_currency_code": null
},
"holder_category": "personal",
"mask": "0000",
"name": "Plaid Checking",
"official_name": "Plaid Gold Standard 0% Interest Checking",
"subtype": "checking",
"type": "depository"
},
{
"account_id": "6PdjjRP6LmugpBy5NgQvUqpRXMWxzktg3rwrk",
"balances": {
"available": null,
"current": 23631.9805,
"iso_currency_code": "USD",
"limit": null,
"unofficial_currency_code": null
},
"mask": "6666",
"name": "Plaid 401k",
"official_name": null,
"subtype": "401k",
"type": "investment"
},
{
"account_id": "XMBvvyMGQ1UoLbKByoMqH3nXMj84ALSdE5B58",
"balances": {
"available": null,
"current": 65262,
"iso_currency_code": "USD",
"limit": null,
"unofficial_currency_code": null
},
"mask": "7777",
"name": "Plaid Student Loan",
"official_name": null,
"subtype": "student",
"type": "loan"
}
],
"item": {
"available_products": [
"balance",
"identity",
"payment_initiation",
"transactions"
],
"billed_products": [
"assets",
"auth"
],
"consent_expiration_time": null,
"error": null,
"institution_id": "ins_117650",
"institution_name": "Royal Bank of Plaid",
"item_id": "DWVAAPWq4RHGlEaNyGKRTAnPLaEmo8Cvq7na6",
"update_type": "background",
"webhook": "https://www.genericwebhookurl.com/webhook",
"auth_method": "INSTANT_AUTH"
},
"request_id": "bkVE1BHWMAZ9Rnr"
}Account type schema
The schema below describes the various types and corresponding subtypes that Plaid recognizes and reports for financial institution accounts. For a mapping of supported types and subtypes to Plaid products, see the Account type / product support matrix.
Properties
An account type holding cash, in which funds are deposited.
A cash management account, typically a cash account at a brokerage
Certificate of deposit account
Checking account
An Electronic Benefit Transfer (EBT) account, used by certain public assistance programs to distribute funds (US only)
Health Savings Account (US only) that can only hold cash
A checking account that is limited in its purpose or usage. Note that this account subtype is opt-in only, meaning it cannot be connected in Link unless it is present in the subtypes filter.
Money market account
PayPal depository account
Prepaid debit card
Savings account
A credit card type account.
Bank-issued credit card
PayPal-issued credit card
A loan type account.
Auto loan
Business loan
Commercial loan
Construction loan
Consumer loan
Home Equity Line of Credit (HELOC)
Pre-approved line of credit
General loan
Mortgage loan
Other loan type or unknown loan type
Pre-approved overdraft account, usually tied to a checking account
Student loan
An investment account. In API versions 2018-05-22 and earlier, this type is called brokerage.
Tax-advantaged college savings and prepaid tuition 529 plans (US)
Employer-sponsored money-purchase 401(a) retirement plan (US)
Standard 401(k) retirement account (US)
403(b) retirement savings account for non-profits and schools (US)
Tax-advantaged deferred-compensation 457(b) retirement plan for governments and non-profits (US)
Standard brokerage account
Individual Savings Account (ISA) that pays interest tax-free (UK)
Standard cryptocurrency exchange account
Tax-advantaged Coverdell Education Savings Account (ESA) (US)
First Home Savings Account (FHSA) (Canada)
Fixed annuity
Guaranteed Investment Certificate (Canada)
Tax-advantaged Health Reimbursement Arrangement (HRA) benefit plan (US)
Non-cash tax-advantaged medical Health Savings Account (HSA) (US)
Traditional Individual Retirement Account (IRA) (US)
Non-cash Individual Savings Account (ISA) (UK)
Keogh self-employed retirement plan (US)
Life Income Fund (LIF) retirement account (Canada)
Life insurance account
Pre-approved line of credit
Locked-in Retirement Account (LIRA) (Canada)
Locked-in Retirement Income Fund (LRIF) (Canada)
Locked-in Retirement Savings Plan (Canada)
Mutual fund account
A cryptocurrency wallet where the user controls the private key
A non-taxable brokerage account that is not covered by a more specific subtype
An account whose type could not be determined
An annuity account not covered by other subtypes
An insurance account not covered by other subtypes
Standard pension account
Prescribed Registered Retirement Income Fund (Canada)
Plan that gives employees share of company profits
Qualifying share account
Registered Disability Savings Plan (RSDP) (Canada)
Registered Education Savings Plan (Canada)
Retirement account not covered by other subtypes
Restricted Life Income Fund (RLIF) (Canada)
Roth IRA (US)
Employer-sponsored Roth 401(k) plan (US)
Roth 403(b) retirement savings account for non-profits and schools (US)
Roth 457(b) deferred-compensation retirement plan for governments and non-profits (US)
Roth version of a standard pension account
Roth version of a profit sharing plan
Roth version of the Thrift Savings Plan (US)
Registered Retirement Income Fund (RRIF) (Canada)
Registered Retirement Savings Plan (Canadian, similar to US 401(k))
Salary Reduction Simplified Employee Pension Plan (SARSEP), discontinued retirement plan (US)
Simplified Employee Pension IRA (SEP IRA), retirement plan for small businesses and self-employed (US)
Savings Incentive Match Plan for Employees IRA, retirement plan for small businesses (US)
Self-Invested Personal Pension (SIPP) (UK)
Standard stock plan account
Tax-Free Savings Account (TFSA), a retirement plan similar to a Roth IRA (Canada)
Thrift Savings Plan, a retirement savings and investment plan for Federal employees and members of the uniformed services.
Account representing funds or assets held by a trustee for the benefit of a beneficiary. Includes both revocable and irrevocable trusts.
'Uniform Gift to Minors Act' (brokerage account for minors, US)
'Uniform Transfers to Minors Act' (brokerage account for minors, US)
Tax-deferred capital accumulation annuity contract
A payroll account.
Standard payroll account
Other or unknown account type.
Account type / product support matrix
The chart below indicates which products can be used with which account types. Note that some products can only be used with certain subtypes:
- Auth and Signal require a debitable
checking,savings, orcash managementaccount. - Liabilities does not support
loantypes other thanstudentormortgage. - Transactions does not support
loantypes other thanstudentormortgage. - Investments does not support
depositorytypes other thancash management.
Also note that not all institutions support all products; for details on which products a given institution supports, use /institutions/get_by_id or look up the institution on the Plaid Dashboard status page or the Coverage Explorer.
* Investments holdings data is not priced intra-day.
Currency code schema
The following currency codes are supported by Plaid.
Properties
Plaid supports all ISO 4217 currency codes.
List of unofficial currency codes
Cardano
Basic Attention Token
Bitcoin Cash
Binance Coin
Bitcoin
Bitcoin Gold
Bitcoin Satoshi Vision
Chinese Yuan (offshore)
Dash
Dogecoin
Ethereum Classic
Ethereum
Pence sterling, i.e. British penny
Lisk
Neo
OmiseGO
Qtum
Tether
Stellar Lumen
Monero
Ripple
Zcash
0x
Investment transaction types schema
Valid values for investment transaction types and subtypes. Note that transactions representing inflow of cash will appear as negative amounts, outflow of cash will appear as positive amounts.
Properties
Buying an investment
Assignment of short option holding
Inflow of assets into a tax-advantaged account
Purchase to open or increase a position
Purchase to close a short position
Purchase using proceeds from a cash dividend
Purchase using proceeds from a cash interest payment
Purchase using long-term capital gain cash proceeds
Purchase using short-term capital gain cash proceeds
Selling an investment
Outflow of assets from a tax-advantaged account
Exercise of an option or warrant contract
Sell to close or decrease an existing holding
Sell to open a short position
A cancellation of a pending transaction
Activity that modifies a cash position
Fees paid for account maintenance
Inflow of assets into a tax-advantaged account
Inflow of cash into an account
Inflow of cash from a dividend
Inflow of stock from a distribution
Inflow of cash from interest
Fees paid for legal charges or services
Long-term capital gain received as cash
Fees paid for investment management of a mutual fund or other pooled investment vehicle
Fees paid for maintaining margin debt
Inflow of cash from a non-qualified dividend
Taxes paid on behalf of the investor for non-residency in investment jurisdiction
Pending inflow of cash
Pending outflow of cash
Inflow of cash from a qualified dividend
Short-term capital gain received as cash
Taxes paid on behalf of the investor
Taxes withheld on behalf of the customer
Fees incurred for transfer of a holding or account
Fees related to administration of a trust account
Unqualified capital gain received as cash
Outflow of cash from an account
Fees on the account, e.g. commission, bookkeeping, options-related.
Fees paid for account maintenance
Increase or decrease in quantity of item
Inflow of cash from a dividend
Inflow of cash from interest
Inflow of cash from interest receivable
Long-term capital gain received as cash
Fees paid for legal charges or services
Fees paid for investment management of a mutual fund or other pooled investment vehicle
Fees paid for maintaining margin debt
Inflow of cash from a non-qualified dividend
Taxes paid on behalf of the investor for non-residency in investment jurisdiction
Inflow of cash from a qualified dividend
Repayment of loan principal
Short-term capital gain received as cash
Inflow of stock from a distribution
Taxes paid on behalf of the investor
Taxes withheld on behalf of the customer
Fees incurred for transfer of a holding or account
Fees related to administration of a trust account
Unqualified capital gain received as cash
Activity that modifies a position, but not through buy/sell activity e.g. options exercise, portfolio transfer
Assignment of short option holding
Increase or decrease in quantity of item
Exercise of an option or warrant contract
Expiration of an option or warrant contract
Stock exchanged at a pre-defined ratio as part of a merger between companies
Request fiat or cryptocurrency to an address or email
Inflow or outflow of fiat or cryptocurrency to an address or email
Inflow of stock from spin-off transaction of an existing holding
Inflow of stock from a forward split of an existing holding
Trade of one cryptocurrency for another
Movement of assets into or out of an account