Create your account

Where your data goes, step by step

1. 1

   You click Connect bank — our server asks Plaid to open a secure connection for you.

2. 2

   Plaid’s window opens — you sign in to your bank right there, the same way banking apps work. Your bank password goes directly to your bank through Plaid. We never see it, ever.

3. 3

   Plaid hands us a secure, read-only token for your account.

4. 4

   We use that token to pull your transactions — read-only. Nobody can move money or change anything with it.

5. 5

   Your transactions are cleaned and categorized, then shown on your dashboard. Only you can see them. We never sell or share your data.

• We never see or store your bank password.
• Your bank connection is read-only.
• Only you can see your transactions.
• We don’t sell your data.
• You can review or revoke our access anytime at my.plaid.com — Plaid controls that, not us.