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Active (Beta). This integration is available in beta. Coverage depends on market, product, and account permissions. View integration status.

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Integration approach

Plaid Link plus server APIs for Canadian institutions. Country matrix lists Transactions, Balance, Auth, Identity, Assets and Income; Liabilities has limited coverage. Plaid Check / Partner Insights is not listed for Canada. Validate institution, product and business-account coverage.

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Access and approval

Full Production: a few business days after company and use-case review, per Plaid; not a guaranteed SLA. Eligible US/CA Trial applications are usually auto-approved; manual-review follow-up is 2–3 business days. Trial is limited; paid products and institution permissions require the relevant access. Documentation availability: Public API reference, SDKs, Link guides and Sandbox. Canadian coverage can be checked through the Institutions API.

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Data refresh

Provider update cadence: Typically 1-4 transaction updates per day. Plaid typically checks transactions 1-4 times daily, depending on the institution. The SYNC_UPDATES_AVAILABLE webhook signals changes that can be retrieved with /transactions/sync. On-demand /transactions/refresh requires the separately enabled add-on and supported accounts. Reading cached data does not refresh the bank connection. Timing varies by institution and connection health. AMLOK synchronization: The enabled refresh mode and schedule are agreed for your connection. Provider timing describes upstream capability; allow for retrieval and processing before changes appear in AMLOK. See data refresh and freshness. Provider references: Plaid Transactions API.

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Data reference

Open a resource to review its field definitions. Available fields depend on the connected product, account permissions, and source data.

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Coverage conditions

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Documented field mappings

These mappings show how source fields relate to normalized AMLOK fields. Review the source conditions for each mapping.

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Provider documentation