Product endpoints

Endpoints associated with specific Plaid products

Transactions

Retrieve and refresh 24 months of historical transaction data, including geolocation, merchant, and category information.

In this section
/transactions/getFetch transaction data
/transactions/refreshRefresh transaction data
/categories/getFetch all transaction categories

/transactions/get

/transactions/refresh

/categories/get

Auth

Retrieve bank account information to set up electronic funds transfers, such as ACH payments in the US, EFT payments in Canada, BACS payments in the UK, and IBAN / SIC payments in the EU.

In this section
/auth/getFetch account information

/auth/get

Balance

Verify real-time account balances.

In this section
/accounts/balance/getFetch real-time account balances

/accounts/balance/get

Identity

Verify the name, address, phone number, and email address of a user against bank account information on file.

In this section
/identity/getFetch identity data

/identity/get

Assets

Create, delete, retrieve and share Asset Reports with information about a user's assets and transactions.

In this section
/asset_report/createCreate an Asset Report
/asset_report/getGet an Asset Report
/asset_report/pdf/getGet a PDF Asset Report
/asset_report/refreshCreate an updated Asset Report
/asset_report/filterFilter unneeded accounts from an Asset Report
/asset_report/removeDelete an asset report
/asset_report/audit_copy/createCreate an Audit Copy of an Asset Report for sharing
/asset_report/audit_copy/removeDelete an Audit Copy of an Asset Report

/asset_report/create

/asset_report/get

/asset_report/pdf/get

Response

This endpoint returns binary PDF data. View a sample Asset Report PDF.

/asset_report/refresh

/asset_report/filter

/asset_report/remove

/asset_report/audit_copy/create

/asset_report/audit_copy/remove

Investments

In this section
/investments/holdings/getFetch investment holdings
/investments/transactions/getFetch investment transactions

/investments/holdings/get

/investments/transactions/get

Liabilities

In this section
/liabilities/getFetch liabilities data

/liabilities/get

Payment Initiation (Europe)

Make payment transfers from your app (currently available for sending payments from accounts within the UK only). Plaid supports both domestic payments denominated in pound sterling (typically via the Faster Payments network) and international payments denominated in euro (typically via SEPA Credit Transfer).

In this section
/payment_initiation/recipient/createCreate a recipient
/payment_initiation/recipient/getFetch recipient data
/payment_initiation/recipient/listList all recipients
/payment_initiation/payment/createCreate a payment
/payment_initiation/payment/getFetch a payment
/payment_initiation/payment/listList all payments

/payment_initiation/recipient/create

/payment_initiation/recipient/get

/payment_initiation/recipient/list

/payment_initiation/payment/create

/payment_initiation/payment/get

/payment_initiation/payment/list