Plaid Troubleshooting Errors

Troubleshooting Plaid Integration Issues

1. Prepare for Plaid Integration

• Ensure your bank account is already logged in before starting the process.

• Check if your computer or browser needs updates.

2. Check Browser Settings

• If using mobile, ensure cookies and pop-ups are not blocked.

• Look for notifications in the URL about pop-up blocking.

• Consider using an incognito window to bypass potential issues.

3. Common Plaid Errors Related to Banks

• Bank Not Supported:

  • Plaid does not support all banks. If unsupported, switch to a different bank account.

• Incorrect Login Information:

  • Double-check for misspellings in username/password.

• Two-Factor Authentication Issues:

  • Ensure the phone number linked to your bank is correct and accessible.

4. Additional Bank-Related Issues

• Bank Temporarily Blocking Access:

  • This can happen after multiple failed login attempts or from a different IP address. Wait an hour or two and try again.

• Plaid Service Outage:

  • Sometimes Plaid may be down. If so, wait and try again later.

5. Common ID Verification Issues

• Mismatched Information:

  • Ensure your ID matches public records (e.g., name, address).

• Blurry or Unclear Photo:

  • Take a clear photo on a dark background, capturing only the ID.

• Unsupported ID Type:

  • Verify that the type of ID you are using is accepted.

6. Address Mismatches

• If your address on the ID differs from your bank or public records, try using different addresses to see if it resolves the issue.

7. Seek Help if Needed

• If you encounter persistent issues, reach out to the support team for assistance with the application process.