plaid

Generate a Plaid-hosted onboarding UI URL.

Changed on

The /transfer/questionnaire/create endpoint generates a Plaid-hosted onboarding UI URL. Redirect the originator to this URL to provide their due diligence information and agree to Plaid's terms for ACH money movement.

post/transfer/questionnaire/create

Request

  • Base URL
    https://production.plaid.com
  • URL
    https://production.plaid.com/transfer/questionnaire/create
  • Auth
    API key in header PLAID-CLIENT-ID and API key in header PLAID-SECRET and API key in header Plaid-Version

Request body

client_idstring

Your Plaid API client_id. The client_id is required and may be provided either in the PLAID-CLIENT-ID header or as part of a request body.

secretstring

Your Plaid API secret. The secret is required and may be provided either in the PLAID-SECRET header or as part of a request body.

originator_client_idstring required

Client ID of the end customer.

redirect_uristring url required

URL the end customer will be redirected to after completing questions in Plaid-hosted onboarding flow.

Response

OK

onboarding_urlstring required

Plaid-hosted onboarding URL that you will redirect the end customer to.

request_idstring required

A unique identifier for the request, which can be used for troubleshooting. This identifier, like all Plaid identifiers, is case sensitive.

Changes

    • warning

      added the new CRA_PARTNER_INSIGHTS_ERROR enum value to the response property for the response status

    • warning

      added the new CRA_REPORT_ERROR enum value to the response property for the response status

    • warning

      added the new ASSETS_ERROR enum value to the response property for the response status

    • warning

      added the new CRA_MONITORING_ERROR enum value to the response property for the response status

    • warning

      added the new CREDIT_PROFILE_REPORT_ERROR enum value to the response property for the response status

    • warning

      added the new ENCOMPASS_ERROR enum value to the response property for the response status

    • warning

      added the new ENRICH_ERROR enum value to the response property for the response status

    • warning

      added the new FRAUD_INSIGHTS_ERROR enum value to the response property for the response status

    • warning

      added the new FREDDIE_MAC_ERROR enum value to the response property for the response status

    • warning

      added the new LINK_DELIVERY_ERROR enum value to the response property for the response status

    • warning

      added the new PROFILE_ERROR enum value to the response property for the response status

    • warning

      added the new RECURRING_TRANSACTIONS_ERROR enum value to the response property for the response status

    • warning

      added the new STATEMENTS_ERROR enum value to the response property for the response status

    • warning

      added the new TRANSFER_RECURRING_ERROR enum value to the response property for the response status

    • warning

      added the new TRANSFER_REFUND_ERROR enum value to the response property for the response status