Rotating Plaid Access Tokens

An access token is used to make API requests to retrieve data relating to a financial institution. For security purposes you are advised to rotate all access tokens on a regular basis, at least every six months.

To rotate all Plaid access tokens for all the bank connections in your org:

1. Log in as the dedicated Plaid Integration user This user is used to connect to bank accounts through Plaid. It must not be used for anything else. This is in line with Plaid’s recommendation to enable the tracking of events should an issue occur that requires support intervention..
2. Click the Bank Connections tab.
3. Click Rotate Access Tokens.

You are informed by email of the success or failure of the process.