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post/asset_report/createCreate an Asset Report
post/asset_report/getRetrieve an Asset Report
post/asset_report/pdf/getRetrieve a PDF Asset Report
post/asset_report/refreshRefresh an Asset Report
post/asset_report/filterFilter Asset Report
post/asset_report/removeDelete an Asset Report
post/asset_report/audit_copy/createCreate Asset Report Audit Copy
post/asset_report/audit_copy/getRetrieve an Asset Report Audit Copy
post/asset_report/audit_copy/pdf/getRetrieve a PDF Asset Report Audit Copy
post/asset_report/audit_copy/removeRemove Asset Report Audit Copy
post/cra/monitoring_insights/subscribe(Legacy) Subscribe to Cash Flow Updates
post/cra/monitoring_insights/unsubscribe(Legacy) Unsubscribe from Cash Flow Updates
post/cra/monitoring_insights/get(Legacy) Retrieve a Cash Flow Updates report
post/credit/audit_copy_token/updateUpdate an Audit Copy Token
post/cra/partner_insights/getRetrieve cash flow insights from the bank accounts used for income verification
post/cra/check_report/income_insights/getRetrieve income insights from your user's banks
post/cra/check_report/base_report/getRetrieve a Base Report
post/cra/check_report/pdf/getRetrieve a Consumer Report as a PDF
post/cra/check_report/createRefresh or create a Consumer Report
post/cra/check_report/partner_insights/getRetrieve cash flow insights from partners
post/cra/check_report/cashflow_insights/getRetrieve cash flow insights from your user's banking data
post/cra/check_report/lend_score/getRetrieve the LendScore from your user's banking data
post/cra/check_report/network_insights/getRetrieve network attributes for the user
post/cra/check_report/verification/getRetrieve various home lending reports for a user
post/cra/check_report/verification/pdf/getRetrieve a Consumer Report as a Verification PDF
post/cra/loans/applications/registerRegister loan applications and decisions
post/cra/loans/registerRegister a list of loans to their applicants
post/cra/loans/updateUpdate loan data
post/cra/loans/unregisterUnregister a list of loans
post/cra/servicing/subscription/createCreate a CRA servicing subscription
post/cra/servicing/subscription/deleteDelete a CRA servicing subscription
post/cra/servicing/subscription/getGet a CRA servicing subscription
post/cra/servicing/subscription/listList a user's CRA servicing subscriptions
post/cra/servicing/subscription/updateUpdate a CRA servicing subscription
post/cra/report/createGenerate an updated Consumer Report for your user
post/cra/report/getRetrieve a Consumer Report for your user
post/cra/credit_profile/report/getRetrieve the credit profile report for a user
post/consumer_report/pdf/getRetrieve PDF Reports
post/oauth/tokenCreate or refresh an OAuth access token
post/oauth/introspectGet metadata about an OAuth token
post/oauth/revokeRevoke an OAuth token
post/statements/listRetrieve a list of all statements associated with an Item.
post/statements/downloadRetrieve a single statement.
post/statements/refreshRefresh statements data.
post/consent/events/getList a historical log of item consent events
post/item/activity/listList a historical log of user consent events
post/item/application/listList a user's connected applications
post/item/application/unlinkUnlink a user's connected application
post/item/application/scopes/updateUpdate the scopes of access for a particular application
post/application/getRetrieve information about a Plaid application
post/item/getRetrieve an Item
post/user_account/session/getRetrieve User Account
post/user_account/session/event/sendSend User Account Session Event
post/profile/network_status/getCheck a user's Plaid Network status
post/network/status/getCheck a user's Plaid Network status
post/auth/getRetrieve auth data
post/auth/verifyVerify auth data
post/transactions/getGet transaction data
post/transactions/refreshRefresh transaction data
post/sandbox/transactions/createCreate sandbox transactions
post/cashflow_report/refreshRefresh transaction data in `cashflow_report`
post/cashflow_report/getGets transaction data in `cashflow_report`
post/cashflow_report/transactions/getGets transaction data in `cashflow_report`
post/cashflow_report/insights/getGets insights data in Cashflow Report
post/transactions/recurring/getFetch recurring transaction streams
post/transactions/syncGet incremental transaction updates on an Item
post/transactions/enrichEnrich locally-held transaction data
post/user/transactions/refreshRefresh user items for Transactions bundle
post/user/financial_data/refreshRefresh user items for Financial-Insights bundle
post/institutions/getGet details of all supported institutions
post/institutions/searchSearch institutions
post/institutions/get_by_idGet details of an institution
post/item/removeRemove an Item
post/item/products/terminateTerminate products for an Item
post/accounts/getRetrieve accounts
post/categories/get(Deprecated) Get legacy categories
post/sandbox/processor_token/createCreate a test Item and processor token
post/sandbox/public_token/createCreate a test Item
post/sandbox/item/fire_webhookFire a test webhook
post/sandbox/user/fire_webhookFire a test user webhook
post/accounts/balance/getRetrieve real-time balance data
post/identity/getRetrieve identity data
post/identity/documents/uploads/getReturns uploaded document identity
post/identity/matchRetrieve identity match score
post/identity/match/listList Link Identity Match attempts
post/identity/refreshRefresh identity data
post/dashboard_user/getRetrieve a Dashboard user
post/dashboard_user/listList Dashboard users
post/identity_verification/createCreate a new Identity Verification
post/identity_verification/getRetrieve Identity Verification
post/identity_verification/listList Identity Verifications
post/identity_verification/retryRetry an Identity Verification
post/watchlist_screening/entity/createCreate a watchlist screening for an entity
post/watchlist_screening/entity/getGet an entity screening
post/watchlist_screening/entity/history/listList history for entity watchlist screenings
post/watchlist_screening/entity/hit/listList hits for entity watchlist screenings
post/watchlist_screening/entity/listList entity watchlist screenings
post/watchlist_screening/entity/program/getGet entity watchlist screening program
post/watchlist_screening/entity/program/listList entity watchlist screening programs
post/watchlist_screening/entity/review/createCreate a review for an entity watchlist screening
post/watchlist_screening/entity/review/listList reviews for entity watchlist screenings
post/watchlist_screening/entity/updateUpdate an entity screening
post/watchlist_screening/individual/createCreate a watchlist screening for a person
post/watchlist_screening/individual/getRetrieve an individual watchlist screening
post/watchlist_screening/individual/history/listList history for individual watchlist screenings
post/watchlist_screening/individual/hit/listList hits for individual watchlist screening
post/watchlist_screening/individual/listList Individual Watchlist Screenings
post/watchlist_screening/individual/program/getGet individual watchlist screening program
post/watchlist_screening/individual/program/listList individual watchlist screening programs
post/watchlist_screening/individual/review/createCreate a review for an individual watchlist screening
post/watchlist_screening/individual/review/listList reviews for individual watchlist screenings
post/watchlist_screening/individual/updateUpdate individual watchlist screening
post/beacon/account_risk/v1/evaluate(Deprecated) Evaluate risk of a bank account
post/beacon/user/create(Deprecated) Create a Beacon User
post/beacon/user/get(Deprecated) Get a Beacon User
post/beacon/user/review(Deprecated) Review a Beacon User
post/beacon/report/create(Deprecated) Create a Beacon Report
post/beacon/report/list(Deprecated) List Beacon Reports for a Beacon User
post/beacon/report_syndication/list(Deprecated) List Beacon Report Syndications for a Beacon User
post/beacon/report/get(Deprecated) Get a Beacon Report
post/beacon/report_syndication/get(Deprecated) Get a Beacon Report Syndication
post/beacon/user/update(Deprecated) Update the identity data of a Beacon User
post/beacon/duplicate/get(Deprecated) Get a Beacon Duplicate
post/identity_verification/autofill/createCreate autofill for an Identity Verification
post/beacon/user/history/list(Deprecated) List a Beacon User's history
post/beacon/user/account_insights/get(Deprecated) Get Account Insights for a Beacon User
post/protect/user/insights/getGet Protect user insights
post/protect/report/createCreate a Protect report
post/protect/cash_advance/decision/createRecord a cash advance decision
post/protect/cash_advance/repayment/createRecord a cash advance repayment
post/protect/cash_advance/feedback/uploadUpload a file of cash advance feedback
post/protect/computeCompute Protect Trust Index scores and subscores
post/protect/event/sendSend a new event to enrich user data
post/protect/event/getGet information about a user event
post/business_verification/getGet a Business Verification
post/business_verification/createCreate a Business Verification
post/processor/auth/getRetrieve Auth data
post/processor/account/getRetrieve the account associated with a processor token
post/processor/investments/holdings/getRetrieve Investment Holdings
post/processor/investments/auth/getGet investment account authentication data
post/processor/investments/transactions/getGet investment transactions data
post/processor/transactions/getGet transaction data
post/processor/transactions/syncGet incremental transaction updates on a processor token
post/processor/transactions/refreshRefresh transaction data
post/processor/transactions/recurring/getFetch recurring transaction streams
post/processor/signal/evaluateEvaluate a planned ACH transaction
post/processor/signal/decision/reportReport whether you initiated an ACH transaction
post/processor/signal/return/reportReport a return for an ACH transaction
post/processor/signal/prepareOpt-in a processor token to Signal
post/processor/bank_transfer/create(Deprecated) Create a bank transfer as a processor
post/processor/liabilities/getRetrieve Liabilities data
post/processor/identity/getRetrieve Identity data
post/processor/identity/matchRetrieve identity match score
post/processor/balance/getRetrieve Balance data
post/item/webhook/updateUpdate Webhook URL
post/item/access_token/invalidateInvalidate access_token
post/beta/webhook_events/listList webhook events
post/webhook_verification_key/getGet webhook verification key
post/liabilities/getRetrieve Liabilities data
post/payment_initiation/recipient/createCreate payment recipient
post/payment_initiation/payment/reverseReverse an existing payment
post/payment_initiation/recipient/getGet payment recipient
post/payment_initiation/recipient/listList payment recipients
post/payment_initiation/payment/createCreate a payment
post/payment_initiation/payment/token/createCreate payment token
post/payment_initiation/consent/createCreate payment consent
post/payment_initiation/consent/getGet payment consent
post/payment_initiation/consent/revokeRevoke payment consent
post/payment_initiation/consent/payment/executeExecute a single payment using consent
post/sandbox/item/reset_loginForce a Sandbox Item into an error state
post/sandbox/item/application/seedSeed a connected application for a Permissions Manager sandbox item
post/sandbox/fdx/consent/seedSeed an FDX consent grant for a sandbox data partner
post/sandbox/item/set_verification_statusSet verification status for Sandbox account
post/sandbox/user/reset_loginForce item(s) for a Sandbox User into an error state
post/item/public_token/exchangeExchange public token for an access token
post/item/public_token/create(Deprecated) Create public token
post/user/createCreate user
post/user/getRetrieve user identity and information
post/user/identity/removeRemove user identity data
post/user/updateUpdate user information
post/user/removeRemove user
post/user/products/terminateTerminate products for a user
post/user/items/getGet Items associated with a User
post/user/items/associateAssociate Items to a User
post/user/items/removeRemove Items from a User
post/user/third_party_token/createCreate a third-party user token
post/user/third_party_token/removeRemove a third-party user token
post/credit/sessions/getRetrieve Link sessions for your user
post/payment_initiation/payment/getGet payment details
post/payment_initiation/payment/listList payments
post/investments/holdings/getGet Investment holdings
post/investments/transactions/getGet investment transactions
post/investments/refreshRefresh investment data
post/investments/auth/getGet data needed to authorize an investments transfer
post/processor/token/createCreate processor token
post/processor/token/permissions/setControl a processor's access to products
post/processor/token/permissions/getGet a processor token's product permissions
post/processor/token/webhook/updateUpdate a processor token's webhook URL
post/processor/stripe/bank_account_token/createCreate Stripe bank account token
post/processor/apex/processor_token/createCreate Apex processor token
post/item/importImport Item
post/link/token/createCreate Link Token
post/link/token/getGet Link Token
post/link/oauth/correlation_id/exchangeExchange the Link Correlation ID for a Link Token
post/session/token/createCreate a Link token for Layer
post/transfer/getRetrieve a transfer
post/transfer/recurring/getRetrieve a recurring transfer
post/bank_transfer/get(Deprecated) Retrieve a bank transfer
post/transfer/authorization/createCreate a transfer authorization
post/transfer/authorization/cancelCancel a transfer authorization
post/transfer/balance/get(Deprecated) Retrieve a balance held with Plaid
post/transfer/capabilities/getGet RTP eligibility information of a transfer
post/transfer/configuration/getGet transfer product configuration
post/transfer/ledger/getRetrieve Plaid Ledger balance
post/transfer/ledger/distributeMove available balance between ledgers
post/transfer/ledger/depositDeposit funds into a Plaid Ledger balance
post/transfer/ledger/withdrawWithdraw funds from a Plaid Ledger balance
post/transfer/originator/funding_account/updateUpdate the funding account associated with the originator
post/transfer/originator/funding_account/createCreate a new funding account for an originator
post/transfer/metrics/getGet transfer product usage metrics
post/transfer/createCreate a transfer
post/transfer/recurring/createCreate a recurring transfer
post/bank_transfer/create(Deprecated) Create a bank transfer
post/transfer/listList transfers
post/transfer/recurring/listList recurring transfers
post/bank_transfer/list(Deprecated) List bank transfers
post/transfer/cancelCancel a transfer
post/transfer/recurring/cancelCancel a recurring transfer.
post/bank_transfer/cancel(Deprecated) Cancel a bank transfer
post/transfer/event/listList transfer events
post/transfer/ledger/event/listList transfer ledger events
post/bank_transfer/event/listList bank transfer events
post/transfer/event/syncSync transfer events
post/bank_transfer/event/syncSync bank transfer events
post/transfer/sweep/getRetrieve a sweep
post/bank_transfer/sweep/get(Deprecated) Retrieve a sweep
post/transfer/sweep/listList sweeps
post/bank_transfer/sweep/list(Deprecated) List sweeps
post/bank_transfer/balance/get(Deprecated) Get balance of your Bank Transfer account
post/bank_transfer/migrate_account(Deprecated) Migrate account into Bank Transfers
post/transfer/migrate_accountMigrate account into Transfers
post/transfer/intent/createCreate a transfer intent object to invoke the Transfer UI
post/transfer/intent/getRetrieve more information about a transfer intent
post/transfer/repayment/listLists historical repayments
post/transfer/repayment/return/listList the returns included in a repayment
post/transfer/platform/requirement/submitSubmit additional onboarding information on behalf of an originator
post/transfer/originator/createCreate a new originator
post/transfer/questionnaire/createGenerate a Plaid-hosted onboarding UI URL.
post/transfer/diligence/submitSubmit transfer diligence on behalf of the originator
post/transfer/diligence/document/uploadUpload transfer diligence document on behalf of the originator
post/transfer/originator/getGet status of an originator's onboarding
post/transfer/originator/listGet status of all originators' onboarding
post/transfer/refund/createCreate a refund
post/transfer/return/recoverReport a return recovery
post/transfer/refund/getRetrieve a refund
post/transfer/refund/cancelCancel a refund
post/transfer/platform/originator/createCreate an originator for Transfer for Platforms customers
post/transfer/platform/person/createCreate a person associated with an originator
post/sandbox/bank_transfer/simulate(Deprecated) Simulate a bank transfer event in Sandbox
post/sandbox/transfer/sweep/simulateSimulate creating a sweep
post/sandbox/transfer/simulateSimulate a transfer event in Sandbox
post/sandbox/transfer/refund/simulateSimulate a refund event in Sandbox
post/sandbox/transfer/ledger/simulate_availableSimulate converting pending balance to available balance
post/sandbox/transfer/ledger/deposit/simulateSimulate a ledger deposit event in Sandbox
post/sandbox/transfer/ledger/withdraw/simulateSimulate a ledger withdraw event in Sandbox
post/sandbox/transfer/fire_webhookManually fire a Transfer webhook
post/sandbox/transfer/test_clock/createCreate a test clock
post/sandbox/transfer/test_clock/advanceAdvance a test clock
post/sandbox/transfer/test_clock/getGet a test clock
post/sandbox/transfer/test_clock/listList test clocks
post/sandbox/payment_profile/reset_loginReset the login of a Payment Profile
post/sandbox/payment/simulateSimulate a payment event in Sandbox
post/employers/search(Deprecated) Search employer database
post/income/verification/create(Deprecated) Create an income verification instance
post/income/verification/paystubs/get(Deprecated) Retrieve information from the paystubs used for income verification
post/income/verification/documents/download(Deprecated) Download the original documents used for income verification
post/income/verification/taxforms/get(Deprecated) Retrieve information from the tax documents used for income verification
post/income/verification/precheck(Deprecated) Check digital income verification eligibility and optimize conversion
post/employment/verification/get(Deprecated) Retrieve a summary of an individual's employment information
post/credit/audit_copy_token/createCreate Asset or Income Report Audit Copy Token
post/credit/audit_copy_token/removeRemove an Audit Copy token
post/credit/asset_report/freddie_mac/getRetrieve an Asset Report with Freddie Mac format. Only Freddie Mac can use this endpoint.
post/credit/freddie_mac/reports/getRetrieve an Asset Report with Freddie Mac format (aka VOA - Verification Of Assets), and a Verification Of Employment (VOE) report if this one is available. Only Freddie Mac can use this endpoint.
post/beta/credit/v1/bank_employment/getRetrieve information from the bank accounts used for employment verification
post/credit/bank_income/getRetrieve information from the bank accounts used for income verification
post/credit/bank_income/pdf/getRetrieve information from the bank accounts used for income verification in PDF format
post/credit/bank_income/refreshRefresh a user's bank income information
post/credit/bank_income/webhook/updateSubscribe and unsubscribe to proactive notifications for a user's income profile
post/credit/payroll_income/parsing_config/updateUpdate the parsing configuration for a document income verification
post/credit/bank_statements/uploads/getRetrieve data for a user's uploaded bank statements
post/credit/payroll_income/getRetrieve a user's payroll information
post/credit/payroll_income/risk_signals/getRetrieve fraud insights for a user's manually uploaded document(s).
post/credit/payroll_income/precheckCheck income verification eligibility and optimize conversion
post/credit/employment/getRetrieve a summary of an individual's employment information
post/credit/payroll_income/refreshRefresh a digital payroll income verification
post/credit/relay/createCreate a relay token to share an Asset Report with a partner client
post/credit/relay/getRetrieve the reports associated with a relay token that was shared with you
post/credit/relay/pdf/getRetrieve the PDF reports associated with a relay token that was shared with you (beta)
post/credit/relay/refreshRefresh a report of a relay token
post/credit/relay/removeRemove relay token
post/sandbox/bank_transfer/fire_webhook(Deprecated) Manually fire a Bank Transfer webhook
post/sandbox/income/fire_webhookManually fire an Income webhook
post/sandbox/bank_income/fire_webhook(Deprecated) Manually fire a Bank Income webhook in Sandbox
post/sandbox/cra/cashflow_updates/updateTrigger an update for Cash Flow Updates
post/sandbox/cra/servicing/simulateSimulate a CRA Servicing report
post/sandbox/oauth/select_accountsSave the selected accounts when connecting to the Platypus OAuth institution
post/signal/evaluateEvaluate a planned ACH transaction
post/signal/scheduleSchedule a planned ACH transaction
post/signal/decision/reportReport whether you initiated an ACH transaction
post/signal/return/reportReport a return for an ACH transaction
post/signal/prepareOpt-in an Item to Signal Transaction Scores
post/wallet/createCreate an e-wallet
post/wallet/getFetch an e-wallet
post/wallet/listFetch a list of e-wallets
post/wallet/transaction/executeExecute a transaction using an e-wallet
post/wallet/transaction/getFetch an e-wallet transaction
post/wallet/transaction/listList e-wallet transactions
post/beta/transactions/rules/v1/createCreate transaction category rule
post/beta/transactions/rules/v1/listReturn a list of rules created for the end user.
post/beta/transactions/rules/v1/removeRemove transaction rule
post/beta/transactions/user_insights/v1/getObtain user insights based on transactions sent through /transactions/enrich
post/beta/ewa_report/v1/getGet EWA Score Report
post/beta/cash_advance/income_insights/v1/getGet Cash Advance income insights
post/beta/issues/v1/getGet an issue
post/beta/issues/v1/listList institution issues
post/beta/issues/v1/matchMatch an Item to issues
post/beta/issues/v1/subscribeSubscribe to an issue
post/beta/issues/v1/unsubscribeUnsubscribe from an issue
post/issues/searchSearch for an Issue
post/issues/getGet an Issue
post/issues/subscribeSubscribe to an Issue
post/payment_profile/createCreate payment profile
post/payment_profile/getGet payment profile
post/payment_profile/removeRemove payment profile
post/partner/customer/createCreates a new end customer for a Plaid reseller.
post/partner/customer/getReturns a Plaid reseller's end customer.
post/partner/customer/enableEnables a Plaid reseller's end customer in the Production environment.
post/partner/customer/removeRemoves a Plaid reseller's end customer.
post/partner/customer/oauth_institutions/getReturns OAuth-institution registration information for a given end customer.
post/beta/partner/customer/v1/createCreates a new end customer for a Plaid reseller.
post/beta/partner/customer/v1/getRetrieves the details of a Plaid reseller's end customer.
post/beta/partner/customer/v1/updateUpdates an existing end customer.
post/beta/partner/customer/v1/enableEnables a Plaid reseller's end customer in the Production environment.
post/fdx/notificationsWebhook receiver for fdx notifications
get/fdx/recipientsGet Recipients
get/fdx/consentsList FDX consent grants for a customer
get/fdx/consents/{consentId}/revocationRetrieve FDX consent grant revocation records
put/fdx/consents/{consentId}/revocationRevoke FDX consent grant
get/fdx/consents/{consentId}Get FDX consent grant
get/fdx/recipient/{recipientId}Get Recipient

plaid

Changes to Get Cash Advance income insights

post/beta/cash_advance/income_insights/v1/get

Oct 15, 2026ea443cd78f6f Revision changes
- info
  endpoint added