Updates:

  1. External Plaid IDV Sessions: clients are now able to create and send Plaid IDV sessions directly in the Plaid dashboard for use when verification is needed, but a new application is not wanted. Sessions will be billed as a new membership application.

  2. Permissions - Analytics UI Update: Text for the analytics permission toggle has been updated for clarity. The toggle now listed “View, Run, Save, and Download reports” to add clarity on this permission. Learn more here.

Changes for all products mentioned above will be live following our 03.05.26 deployment.