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:

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..
Click the Bank Connections tab.
Click Rotate Tokens.

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

Concepts

Plaid Bank Integration Overview

Plaid Bank Integration Dataflow

Setting up the Plaid Bank Integration

Plaid Key Rotation

Tasks

Creating Plaid Bank Connections

Deleting Bank Connection Logs

Removing Bank Connections

Linking a Bank Connection to a Bank Account

Updating Plaid Bank Account Connections

Importing Plaid Bank Statement Details

Reference

Bank Account Connection Fields

Bank Connections Log Fields