Plaid Connection

Secure financial account connectivity powered by Plaid's bank-level security infrastructure.

How Plaid Works

We use Plaid to securely connect your financial accounts. Plaid provides the interface where you select your institution and authenticate. We do not see or store your banking credentials.

Plaid is trusted by thousands of financial apps and uses bank-level 256-bit encryption.

What We Receive from Plaid

Account Info
  • • Account name and type
  • • Account mask (last 4 digits)
  • • Institution name
  • • Available balance
Transactions
  • • Transaction dates and amounts
  • • Merchant names
  • • Transaction categories
  • • Pending transactions
Access Token
A secure token from Plaid that allows us to retrieve your data. We store this token encrypted; we never store your actual banking credentials.
Your Consent & Authorization

By connecting an account through Plaid, you authorize us and Plaid to obtain and transmit your data from your financial institutions to us for the purposes of providing our services.

Your rights:

  • • You can disconnect your accounts at any time
  • • You can request deletion of your financial data
  • • You control what data we access through Plaid's permission system

Learn more about how Plaid handles your data at plaid.com/legal

Security & Privacy

Bank-Level Security
Plaid uses 256-bit encryption and is certified to the highest security standards in the industry.
No Credential Storage
We never see or store your banking username and password. Authentication happens directly with your bank via Plaid.
Encrypted Transmission
All data is transmitted over TLS 1.2+ and stored with encryption at rest in secure, isolated environments.
Disconnect Your Bank Account

You can disconnect your financial accounts at any time. This will stop data syncing and schedule your financial data for deletion according to our retention policy.

To disconnect, please contact our support team:

Contact Support

Additional Resources

How we collect, use, and protect your data
Plaid's data protection and privacy practices
Our comprehensive security measures
How to request deletion of your data