Banking and wealth

Make it easy for people to interact with their bank accounts and investments

Or,

The Problem

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

The solution

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

Products and benefits


Generate a holistic view of your users' finances

Transactions provides up to 2 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

How It Works

Integrate with Plaid

It takes just a few lines of code to drop our front-end module into your app or digital service. Your users will be prompted to connect their bank account, which will launch the Plaid module.

How It Works

Customise for conversion

Customise the module to fit your brand or user preferences, including which financial institutions show up first.

How It Works

Get user-permissioned bank data

Once a user has gone through the flow, we do the work and return a range of relevant bank account data depending on what fits your needs.

Questions about how Plaid can fit into your business?

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This form goes to our sales team. If you have questions about connecting your financial accounts to a Plaid-powered app, Visit our consumer help center for more information.

For developers and existing Plaid customers, please open a case through the Plaid Dashboard.