Plaid API Provider Setup

To authenticate a Plaid element instance must provide information about your Plaid account and the user's bank account:

  • Plaid information required: The public_key, secret, client_id, and API environment (sandbox, production, or development)
  • User's bank information required: Bank name (Institution) and bank credentials

See the latest setup instructions in the Plaid documentation.

To find the required Plaid information:

  1. Log in to your account at Plaid.
  2. Click Account, and then select Keys. Keys
  3. Record the client_id, public_key, and secret. Key secret and URL