Set up Bank Assets Reports in Plaid

For businesses already connected to Plaid via Accounting Data as a Service™, a reconnection is required to access the Bank Assets Report API.

Test Assets Reports in Plaid

To test Assets against live Items in Development or Production, you will need to first request access by submitting a product access request Support ticket explaining your use case.

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Limitations for Bank Transaction in Plaid

For the US and Canada customers, the transactionType is not available.