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Plaid shows your Production secret only after it approves your account for Production access. Until then, use the OAuth 2.0 — Sandbox auth method.

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Create a Plaid account

You need a Plaid account before you can request Production access.

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Request Production access

Plaid does not grant Production access automatically. You request it from the Dashboard, and Plaid reviews the request before it enables your Production secret.

1

Sign in to Plaid

Sign in to your Plaid account.

  • Enter your Email and click Continue.
The Plaid Dashboard Welcome back page with the Email field and the Continue button highlighted
2

Start the request

In the left sidebar, under Build, click Keys. Until Plaid approves Production access, the Production secret box shows You don’t have access.

  • Click Request access.
The Plaid Keys page with the Request access button on the Production secret box highlighted
3

Complete the onboarding tasks

Plaid opens Onboarding tasks. Complete each task in order.

  • Under Select products, click View products and choose only the products whose actions you plan to run. This connection has actions for Transactions, Auth, Balance, Identity, Investments, Liabilities, Assets, Statements, Income, Transfer, Signal and Enrich.
  • Complete Choose plan and Verify business.
  • Click Submit request. It becomes available once the previous tasks are complete.
  • Plaid reviews the request before it enables your Production secret.
The Plaid Onboarding tasks page with View products, Choose plan, Verify business and Submit request highlighted

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Copy your Client ID and Production secret

Plaid identifies your account with a client_id and a secret. This auth method needs the Production secret.

1

Copy the Client ID

In the left sidebar, under Build, click Keys.

  • Click Copy Client ID in the Client ID box.
  • Paste it into the Client ID field in the StackOne Connector profile.
  • The same Client ID works in Sandbox and Production.
The Plaid Keys page with Keys in the sidebar and the Copy Client ID button highlighted
2

Copy the Production secret

Once Plaid approves Production access, copy the value in the Production secret box on the same page.

  • Paste it into the Secret field in the StackOne Connector profile.
  • Use the Production secret. The Sandbox secret does not work against real banks.
  • Treat the secret like a password and store it securely.

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Create the StackOne Connector Profile

1

Create a Connector Profile

Enable the connector and create a Connector Profile in your project. See Setup Connector Profile.
2

Link an Account

Once the Connector Profile is created, continue to link an account.