Transfer
API reference for Transfer endpoints and webhooks
For how-to guidance, see the Transfer documentation.
| Initiating Transfers | |
|---|---|
/transfer/authorization/create | Create a transfer authorization |
/transfer/authorization/cancel | Cancel a transfer authorization |
/transfer/create | Create a transfer |
/transfer/cancel | Cancel a transfer |
| Reading Transfers | |
|---|---|
/transfer/get | Retrieve information about a transfer |
/transfer/list | Retrieve a list of transfers and their statuses |
/transfer/event/list | Retrieve a list of transfer events |
/transfer/event/sync | Sync transfer events |
/transfer/sweep/get | Retrieve information about a sweep |
/transfer/sweep/list | Retrieve a list of sweeps |
| Account Linking | |
|---|---|
/transfer/capabilities/get | Determine RTP eligibility for a Plaid Item |
/transfer/intent/create | Create a transfer intent and invoke Transfer UI (Transfer UI only) |
/transfer/intent/get | Retrieve information about a transfer intent (Transfer UI only) |
/transfer/migrate_account | Create an Item to use with Transfer from known account and routing numbers |
| Recurring Transfers | |
|---|---|
/transfer/recurring/create | Create a recurring transfer |
/transfer/recurring/cancel | Cancel a recurring transfer |
/transfer/recurring/get | Retrieve information about a recurring transfer |
/transfer/recurring/list | Retrieve a list of recurring transfers |
| Refunds | |
|---|---|
/transfer/refund/create | Create a refund for a transfer |
/transfer/refund/cancel | Cancel a refund |
/transfer/refund/get | Retrieve information about a refund |
| Platform Payments | |
|---|---|
/transfer/originator/create | Create a new originator |
/transfer/originator/get | Get the status of an originator's onboarding |
/transfer/originator/list | Get the status of all originators' onboarding |
/transfer/originator/funding_account/create | Create a new funding account for an originator |
/transfer/questionnaire/create | Generate a Plaid-hosted onboarding UI URL |
| Plaid Ledger | |
|---|---|
/transfer/ledger/deposit | Deposit funds into a ledger balance held with Plaid |
/transfer/ledger/distribute | Move available balance between platform and its originator |
/transfer/ledger/get | Retrieve information about the ledger balance held with Plaid |
/transfer/ledger/withdraw | Withdraw funds from a ledger balance held with Plaid |
/transfer/ledger/event/list | Retrieve a list of ledger balance events |
| Program Metrics | |
|---|---|
/transfer/metrics/get | Get transfer product usage metrics |
/transfer/configuration/get | Get transfer product configuration |
| Sandbox | |
|---|---|
/sandbox/transfer/simulate | Simulate a transfer event |
/sandbox/transfer/refund/simulate | Simulate a refund event |
/sandbox/transfer/sweep/simulate | Simulate creating a sweep |
/sandbox/transfer/fire_webhook | Simulate a transfer webhook |
/sandbox/transfer/ledger/deposit/simulate | Simulate a deposit sweep event |
/sandbox/transfer/ledger/simulate_available | Simulate converting pending balance into available balance |
/sandbox/transfer/ledger/withdraw/simulate | Simulate a withdrawal sweep event |
/sandbox/transfer/test_clock/create | Create a test clock |
/sandbox/transfer/test_clock/advance | Advance a test clock |
/sandbox/transfer/test_clock/get | Retrieve information about a test clock |
/sandbox/transfer/test_clock/list | Retrieve a list of test clocks |
| Webhooks | |
|---|---|
TRANSFER_EVENTS_UPDATE | New transfer events available |
RECURRING_CANCELLED | A recurring transfer has been cancelled by Plaid |
RECURRING_NEW_TRANSFER | A new transfer of a recurring transfer has been originated |
RECURRING_TRANSFER_SKIPPED | An instance of a scheduled recurring transfer could not be created |