Embed Plaid in your forms to collect financial information automatically from your users' bank accounts.

All user data pulled from Plaid will correspond to the same account. If the user has not selected a specific account for their institution (i.e. Account Select has not been enabled), we will use the first account returned by Plaid.

User financial data is provided by Plaid across multiple endpoints and products. You can mix-and-match the data that you need, and we won't pull from any Plaid products that you choose not to collect data from. Note that we can only pull data from products you're signed up for with Plaid, and some products may not be available in the Plaid Sandbox or Development Environments.

What you need


Plaid is a financial services company that provides technology allowing applications to connect with users’ bank accounts easily and securely. It acts as an intermediary that links financial accounts to software apps, enabling these apps to access banking data with the user's permission. This technology is widely used in various financial applications, including personal finance management, lending, payments, and wealth management.

Plaid's platform supports a range of functionalities such as account authentication, which verifies a user’s identity and account ownership; account and transaction data aggregation, which provides a unified view of a user’s financial transactions across multiple accounts; and initiating payments, which allows for the movement of funds between accounts.

One of the key benefits of Plaid is that it simplifies the process of financial data integration, making it easier for developers to create apps that need access to banking data. For consumers, it offers a seamless and secure way to share their financial information with trusted apps, enabling personalized financial services and better money management tools.

Plaid has partnerships with numerous banks and financial institutions, ensuring broad coverage and access to financial data while maintaining high security and privacy standards to protect user information.


Using Plaid offers a range of benefits for both businesses, particularly fintech companies, and consumers who use financial applications. Here are some of the key advantages:

For Businesses and Developers
  1. Ease of Integration: Plaid provides developers with APIs that simplify the process of integrating financial services into their apps. This can significantly reduce development time and complexity.
  2. Broad Financial Institution Coverage: Plaid connects with thousands of financial institutions, offering wide-ranging access to financial data. This extensive coverage ensures that businesses can serve a large user base.
  3. Enhanced User Experience: Plaid facilitates a smoother onboarding process for financial apps, as users can quickly link their bank accounts without leaving the app. This seamless experience can lead to higher conversion rates and user satisfaction.
  4. Data Aggregation: Plaid aggregates financial data from multiple sources, providing businesses with a comprehensive view of their users' financial profiles. This can inform better personalized services, financial advice, and product offerings.
  5. Secure Authentication: Plaid's secure authentication process reduces the risk of fraud and ensures that sensitive financial data is transmitted securely, building trust with users.
  6. Payment Initiation: Plaid allows businesses to initiate payments directly from users' bank accounts, enabling new payment experiences and potentially reducing transaction fees compared to traditional payment methods.
For Consumers
  1. Financial Management: By using apps integrated with Plaid, consumers can get a holistic view of their finances, track spending, set budgets, and achieve savings goals more effectively.
  2. Convenience: Plaid's technology enables consumers to connect their bank accounts to multiple financial apps easily, centralizing their financial activities and making it more convenient to manage their money.
  3. Personalized Services: With access to detailed financial data, apps can offer more personalized and relevant financial advice, products, and services, tailored to the individual's financial situation.
  4. Security and Privacy: Plaid places a strong emphasis on security and privacy, employing encryption and secure practices to protect users' data. Consumers have control over what information is shared and can revoke access at any time.
  5. Innovative Financial Products: Plaid's ecosystem supports a wide range of financial services, from lending and investment to payments and budgeting, giving consumers access to innovative products that can improve their financial well-being.

By leveraging Plaid, businesses can enhance their financial services' efficiency and user-friendliness, while consumers benefit from more integrated, personalized, and secure financial management tools.


When evaluating Plaid as a solution for integrating financial services into an application, several key factors should be considered to ensure it aligns with your business needs and goals. Here's a checklist to guide your evaluation:

  1. Compatibility and Integration: Assess how well Plaid integrates with your current infrastructure and the other tools you use. Consider the technical compatibility, the ease of integration, and the level of developer support provided by Plaid.
  2. Coverage of Financial Institutions: Plaid connects to a wide range of financial institutions, but it's crucial to confirm that it supports the banks and financial services most relevant to your target user base, especially if your business operates in multiple countries or specific regions.
  3. Data Access and Quality: Evaluate the types and quality of financial data Plaid can provide. Consider the depth, accuracy, and freshness of the data, as these will impact the services you can offer to your users.
  4. Security and Compliance: Understand Plaid's security protocols and compliance standards. Ensure they meet industry regulations (such as GDPR, CCPA, PSD2) and align with your security requirements to protect users' sensitive financial data.
  5. Cost Structure: Analyze Plaid's pricing model to understand the costs associated with using their service. Consider how these costs scale with your business and how they fit into your overall budget.
  6. User Experience: Consider the impact on the user experience. Plaid should enable a seamless and intuitive process for users to connect their bank accounts to your service, as this can significantly affect user adoption and satisfaction.
  7. Customization and Flexibility: Assess the degree of customization and flexibility Plaid offers. Ensure you can tailor the user flow, data access, and other aspects to fit your application's unique needs and branding.
  8. Reliability and Performance: Investigate Plaid's uptime records and performance metrics. Reliable and fast data connections are crucial for maintaining a positive user experience and operational efficiency.
  9. Support and Resources: Look into the level of support and resources Plaid provides, including documentation, developer tools, and customer service. Good support can reduce integration time and help resolve issues more quickly.
  10. Future-proofing: Consider Plaid's track record for innovation and staying ahead of financial technology trends. A partner that continuously evolves will help ensure your application remains competitive and adaptable to future changes in the financial landscape.
  11. Customer and Market Fit: Finally, assess whether Plaid's offerings align with your target customers' needs and expectations. Consider conducting market research or customer surveys to gauge potential users' preferences regarding bank connectivity and financial data sharing.

By carefully evaluating these factors, you can make a well-informed decision about whether Plaid is the right fit for your application and how it can contribute to achieving your business objectives.

How to set up

Navigate to the Feathery form where you want to embed Plaid. Click on the Integrations tab.

Open the Plaid integration, turn it on, and fill out the template with your API Client ID, API Secret, and the Plaid environment they belong to. For example, if you're just testing your integration, you can use Sandbox or Development. Change to Production when you're ready to start collecting real user data.

Specify which Plaid data you would like to collect and which fields they should be stored in. If you leave a field blank, that piece of data will not be collected from the user.

Click Save.

Go to your form builder and add a button to a step.

Set the Click Action on the button to Trigger Plaid Flow, which will take your users through the Plaid flow when they click the button. You can optionally trigger the access token update flow or enable the Liabilities product, which allows access to credit cards.

Publish your form to start collecting Plaid financial data.

For Developers

After the user has linked their Plaid account and submitted that step, their Plaid field information will be available in context.submitFields of the onSubmit callback.

What’s a Rich Text element?

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

Static and dynamic content editing

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

How to customize formatting for each rich text

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the

"When inside of" nested selector


This is a H6

This is a Link

  • This is a list item
  • This is another list item here
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