Plaid

On a mission to unlock financial freedom for everyone

[Plaid @Plaid]

More on how it works here: https://t.co/1VHVfwacxs

[Plaid @Plaid]

New: Institution Insights and a redesigned support flow, now live in Plaid Dashboard

See what's happening with your traffic in real time and resolve cases faster.

[Zachary Perret @zachperret]

Today, @plaid launched tax lot data for the first few brokerages (ETrade, Robinhood, IBKR, etc.). You can pull the cost basis & tax impact of each share you own.

I've wanted this feature for a while – it massively increases the value that an AI financial advisor can deliver!

[Plaid @Plaid]

https://t.co/vxyuwgkACC

[Zachary Perret @zachperret]

Financial Freedom (and Ice Cream) for All!

[Plaid @Plaid]

@zachperret 🗣️ ON REPEAT

[Plaid @Plaid]

250 years later, the pursuit of financial freedom isn't done. Neither is the ice cream (at least until we run out).

Free cones and cups in NYC, July 1st at Crosby & Bleecker. Look for the mint truck. Happy birthday, America🍦

🎨: @claire_salvo

[Plaid @Plaid]

@MadeByJoshua Chris 👑

[Plaid @Plaid]

@taylor_jrj2012 Yes chef 🍳

[Plaid @Plaid]

@fduran Hi Fernando, thanks for bringing this to us. We'd like to look into this for you. Please head over to our Support page and click the 💬 bubble in the lower right corner: https://t.co/zbqLFwYEWb

[Plaid @Plaid]

Early results from testing:
✅ 26.5% more ACH return risk caught at a fixed action rate
✅ 13.6% lower default rate in credit underwriting at 70% approval

More on how it works: https://t.co/Z7quusk7du

[Plaid @Plaid]

Meet Plaid's sequential foundation model. It learns the order and timing of transactions to understand what’s happening with someone’s money, not just what their dollars add up to.

We taught a model the vocabulary of money. Now it's learning grammar. 🧵

[Plaid @Plaid]

Two people: same income, same balance, same overdraft fees.

One absorbed a one-time financial mishap. The other is caught in a recurring cash squeeze.

A flat model can't tell them apart, but our sequence model can.

[Plaid @Plaid]

Happening now: full house at Cafe Plaid in San Francisco

📍 55 2nd St.
🕰️ 8am - 12pm

Stop by for a free cup, on us ☕️

[Plaid @Plaid]

Most platforms and marketplaces focus on getting sellers signed up. The best ones focus on what comes next.

Download the report: https://t.co/1fI9NXwLf1

[Plaid @Plaid]

More next month. Read the full update here ⤵️ https://t.co/vVaMurpkt9

[Plaid @Plaid]

📦 June product updates (thread)

[Plaid @Plaid]

The PENDING_DISCONNECT webhook now includes a disconnect_time field—the exact date an Item will disconnect. Better timing for re-engagement prompts. Non-breaking, no integration updates needed.