Plaid Portal lets you view and control the app connections you’ve made using Plaid. To create a Plaid Portal account:
- Navigate to https://my.plaid.com/
- Click Get Started
- A security notification will appear, read the notice and, if you’d like to proceed, select Continue
- A second notification will explain how you can manage your app connections in Plaid Portal and provide a link to Plaid’s End User Privacy Policy. Read the notice and Plaid’s End User Privacy Policy and, if you agree and would like to proceed, select Continue. Alternatively, you can select the How Plaid Works link to learn more.
- Note: By selecting “Continue” you are agreeing to Plaid’s End User Privacy Policy
- Next you’ll be asked to provide a current, mobile phone number that can receive text messages.
- Provided you agree to Plaid’s SMS terms, a verification code will be sent to your phone number.
- Note: This number will also be used to verify your account during subsequent login attempts.
- Input the code texted to you in the text box Code
- Plaid will then search for any application connections that you’ve made using Plaid that have this phone number associated, these are called “matched connections.”
- At this point you can review the matched connection information and decide if you’d like to Continue to create an account.
- If you choose to exit the process, we will not create an account for you, and you can come back at any time to start the process over.
- To create your account, input the additional information required:
- Must contain at least 9 characters
- One uppercase letter
- One number
- One symbol
- First name
- Last name
- Password
- Review the End User Services Agreement (US). If you agree, and would like to proceed, check the corresponding box.
- Click Verify
- A verification code will be sent to the email address provided.
- Input the code emailed to you in the text box Code
- Click Verify
From here you will be logged in to your Plaid Portal account.