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Plaid Plaid is focused on democratizing financial services through technology. We build beautiful consumer experiences, developer-friendly infrastructure, and intelligent tools that give everyone the ability to create amazing products that solve big problems. Plaid helps you safely connect your financial accounts to the apps and services you love. We were founded on the principle that consumers have a right to their financial information. Consumers decide where, how, and with whom it’s shared. That’s why every Plaid product is built with meaningful control and security in mind. Profile URL https://security.plaid.com/ Profile ID 0bc29e6c-f59f-4f47-9904-92137e7e44d3 Published 2026-09-30T21:08:19.366416+00:00 Last updated 2026-09-30T21:17:15.140544+00:00 Certifications SOC 2 Type 2 ISO-27001 ISO 27701 TruSight Doyensec AWS Foundational Technical Review Updated: September 30, 2026 Plaid Security Portal Overview Plaid is focused on democratizing financial services through technology. We build beautiful consumer experiences, developer-friendly infrastructure, and intelligent tools that give everyone the ability to create amazing products that solve big problems. Plaid helps you safely connect your financial accounts to the apps and services you love. We were founded on the principle that consumers have a right to their financial information. Consumers decide where, how, and with whom it’s shared. That’s why every Plaid product is built with meaningful control and security in mind. SOC 2 Type 2 ISO-27001 ISO 27701 TruSight Doyensec AWS Foundational Technical Review Controls Compliance and Independent Testing SOC 2 Type II Report ISO 27001 / 27701 Certification Penetration Testing Governance Information Security Governance Security Policies and Standards Organizational Structure and Defined Roles Security Risk Management Security Risk Management Program Risk Mitigation Planning Security Impact Monitoring Access Management Access Control Governance Role-Based Access Controls User Provisioning and Deprovisioning Asset Management Asset Inventory and Classification Endpoint Security Management Cloud Asset Visibility and Tagging Change and Configuration Management Change Management Program Secure Software Development Lifecycle (SDLC) Code Review and Approval Controls Encryption and Key Management Encryption at Rest Encryption in Transit Key Management Program Documents PDF SOC 2 Type II with ISAE 3000 Combined Report PDF SOC 2 Bridge Letter PDF ISO 27001 and ISO 27701 PDF ISO 27001 SoA Matrix XLSX SIG Core Questionnaire XLSX CAIQ STAR Security Questionnaire (v4.0.1) PDF Plaid Doyensec External Network Pentest (2025) PDF Plaid Doyensec API Pentest (2025) PDF Plaid Rhino Security Labs (Plaid Dashboard) Pentest (2025) PDF Plaid Access and Authentication Controls Policy PDF Plaid Access and Authentication Standard PDF Plaid Access Controls Procedures PDF Plaid Acceptable Use Policy PDF Plaid Asset Management Policy PDF Plaid Change Controls Policy PDF Plaid Customer Oversight Policy PDF Plaid Data Classification and Handling Policy PDF Plaid Data Loss Prevention Policy PDF Plaid Data Retention and Disposal Policy PDF Plaid Data Security Standards And Access Guidelines PDF Plaid Encryption and Key Management Policy PDF Plaid Information Security Policy PDF Plaid Logging and Monitoring Policy PDF Plaid Personal Information Retention and Disposal Policy - Product PDF Plaid System Hardening Standard PDF Plaid Technology Risk Management Policy PDF Plaid Vendor Management Policy PDF Plaid Vulnerability Management Policy PDF Plaid Privacy and Security - Incident Response Policy PNG Data Flow Diagram PDF Open Finance Data Security Standard (OFDSS) PDF Data Security Standards and Access Guidelines PDF System Hardening Standard PDF Disaster Recovery Test Summary Report (2026) PDF Plaid Business Continuity and Disaster Recovery Plan PDF Plaid General Information PDF Plaid Financial Statements Audit (FY2025) Opinion Letter PDF Certificate of Insurance PDF W-9 Form PDF State of Delaware Entity Registration Record Updates December 18, 2025 at 8:00 AM UTC New Compliance Certifications Available (2025) Plaid has completed its 2025 SOC 2 Type II examination and ISO 27001 certification. Updated reports and certificates are now available in the Security Portal. September 08, 2025 at 7:00 AM UTC Plaid not impacted by Salesloft Drift incident Plaid does not use the Drift Salesforce integration/product. As such, the recent data exposure incidents involving Salesforce systems across the industry do not impact Plaid. We continuously monitor the evolving threat landscape and take appropriate measures to safeguard our systems and customers. July 25, 2025 at 7:00 AM UTC SharePoint Vulnerability Advisory (Plaid Is Not Impacted) On July 20, 2025, CISA issued an alert regarding active exploitation of Microsoft SharePoint vulnerabilities (e.g., CVE-2023-24955, CVE-2023-29357). Plaid Security has reviewed the advisory and confirmed that Plaid is not impacted, as we do not use Microsoft SharePoint in our environment. No action is required at this time. Sincerely, Plaid Security