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How do I create a Plaid Portal account?

Plaid Portal lets you see and manage the apps you've connected to your bank account using Plaid. It’s a simple way to stay in control of your financial connections. 

With a Plaid Portal account, you can:

  • View which apps have access to your bank or financial data
  • Disconnect apps you no longer use
  • Better understand how your data is shared

Having a Plaid Portal account isn’t required to connect your bank to an app, but it can be helpful if you want to view, manage, or disconnect the apps and services you’ve linked through Plaid—all in one place. It gives you more control over your financial connections.

Step 1: Get Started

Step 2: Review Security and Privacy Info

  • A security message will pop up. Read it, then click Continue if you agree.
  • Next, you’ll see another notice about how Plaid handles your data. Read it carefully.
  • Note: Clicking “Continue” means you agree to Plaid’s privacy policy.

Step 3: Verify Your Phone Number

  • Enter a mobile phone number that can receive text messages.
  • You’ll get a text with a 6-digit code.
  • Enter the code in the Code box.
  • Note: Plaid will use this phone number to find any app connections tied to it and to confirm your identity later when you log in.

Step 4: See Your Connected Apps

  • If Plaid finds any app connections linked to your phone number, they’ll show up here.
  • You can review them and decide if you want to continue.
  • If you exit here, no account will be created, and you can come back anytime to restart.

Step 5: Set Up Your Account

  • To finish creating your account, you’ll need to enter:
    • First Name
    • Last Name
    • Email
    • Password: Your password must include:
      • At least 9 characters
      • One uppercase letter
      • One number
      • One symbol (like !, @, or #)
  • Read and check the box to agree to the End User Services Agreement (US).
  • Click Verify.

Step 6: Confirm Your Email

  • Plaid will send a code to your email.
  • Enter the code in the Code box.
  • Click Verify.

You're All Set!

You’ll now be logged into your Plaid Portal account. From here, you can:

  • See which apps have access to your financial data
  • Remove connections you no longer want
  • Stay informed and in control of how your data is shared

To learn what else you can do with your Plaid Portal account, feel free to take a look at the other articles in the Plaid Portal section of the Consumer Help Center. 
 

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