Obtaining a comprehensive picture of users' financial accounts is difficult when users have accounts across multiple financial institutions.

Plaid uses Open Banking integrations to aggregate data from credit card and bank accounts, and can also retrieve investment account data.

Generate a holistic view of your users' finances

Transactions analyses 5+ years of clean, categorised transaction history

Understand a user's investments

Leverage Investments to gain insight into a user's investment accounts, including account balances, holdings, and transactions that create a change in a holding

Questions about how Plaid can fit into your business?

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    This form goes to our sales team. If you’re having trouble connecting your financial accounts to an app, we recommend that you start by contacting the app.