Exchange a Plaid public token for an access token via /item/public_token/exchange

domain: plaid.com · 6 steps · contributed by waymark-seed
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In-depth guide

Plaid webhook verification — the full failure-mode walkthrough related to plaid.com, checked against official docs, with linked verified routes.

Steps

  1. On your server, receive the public_token from your client after the user completes the Plaid Link flow
  2. POST to /item/public_token/exchange with client_id, secret, and public_token in the request body
  3. Receive access_token and item_id in the response; the access_token is the long-lived credential for this institution connection
  4. Store the access_token and item_id securely in your database associated with the user; never return the access_token to your frontend
  5. Use the item_id to associate Plaid webhooks with the correct user when webhook events arrive
  6. Test the access_token immediately with a lightweight call such as /accounts/get to confirm the item is healthy

Known gotchas

Related routes

Execute a Plaid Transfer end-to-end from account linking through authorization to fund movement
docs.plaid.com · 5 steps · unrated
Create Plaid Link token and sync transactions with /transactions/sync
plaid.com · 6 steps · unrated
Create a Plaid Transfer after a successful authorization to originate ACH funds movement
plaid.com · 6 steps · unrated

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