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Transfer

  • Transfer Overview
  • Transfer Application
  • Creating transfers
  • Reconciling transfers
  • Flow of funds
  • Transfer Dashboard
  • Refunds
  • Recurring transfers
  • Transfer UI
  • Errors and troubleshooting
  • Testing in Sandbox
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Transfer Dashboard

Learn about the features available in the Plaid Transfer dashboard.

Overview

In addition to monitoring Transfer events through the API endpoints, you can also monitor events on the Plaid Transfer dashboard. In order to access the Transfer Dashboard, you must first have been approved for Transfer in the Production environment.

The main overview page displays the following:

  • Aggregate metrics: total transfers, return rates, current volumes
  • Account information: what you are approved for; limits, SEC codes, industries and hold times agreed to as part of your onboarding process
  • Transfer activity: table displaying all transfer, refund and sweep activity
Image of Plaid Transfer Dashboard
Home page of Transfer dashboard

Features available through the dashboard include:

  • Viewing and changing funding account information
  • Initiating refunds of specific debit transfers
  • Viewing and searching transfer details including events, statuses, and associated refunds and sweeps

Report Extraction

The Plaid dashboard allows you to export any list of the transfers as a .csv file by selecting Filter to filter for different transactions (by transfers, sweeps, status, dates, and timezone) and selecting Export CSV.

Image of Plaid Transfer Dashboard CSV Export
Plaid Transfer Dashboard CSV Export
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