Provision record
Plaid · Plaid Terms of Use (Legal Index) · View original document ↗

Data Retention After Account Disconnection

Medium severity Medium confidence Inferred from context Common · 290 of 352 platforms
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Document Record

What it is

Disconnecting an app or revoking Plaid access does not automatically delete your financial data from Plaid's systems; Plaid may keep it for business or legal reasons.

This analysis describes what Plaid's agreement states, permits, or reserves. It does not constitute a legal determination about enforceability. Regulatory applicability and practical outcomes may vary by jurisdiction, enforcement context, and individual circumstances. Read our methodology

ConductAtlas Analysis

Why it matters (compliance & governance perspective)

Users who believe they have ended their relationship with Plaid by disconnecting apps may not realize their transaction history and financial data remains stored, creating ongoing privacy exposure without active deletion requests.

Interpretive note: The specific retention period language and enumerated retention grounds could not be directly verified from the truncated document; the analysis reflects Plaid's known published policy structure but the exact operative language may differ.

Recent Activity

This document changed recently

Medium Apr 21, 2026

Developers who use Plaid's services now face expanded accountability for all activities on their accounts and stricter rules around who can access end-user financial data. If developers allow employees, contractors, or other agents to access their accounts, they must ensure those users only access data for approved business purposes and in compliance with Plaid's terms; Plaid reserves the right to monitor this activity through session replay and activity monitoring. Developers should audit which team members have account access, document the business need and approved use case for each, and ensure all authorized users understand their obligations under Plaid's terms.

View change record →
Medium Apr 19, 2026

Plaid's updated terms shift its business model from primarily connecting your accounts to third-party apps toward also providing direct consumer services, including account monitoring and alerts through a new web-based platform called Plaid Web-App. The terms now specify that your Plaid Account can store your financial and identity information, and that Plaid can use this data to provide its own streamlined services (like alerts and notifications) in addition to facilitating third-party app connections. This is not a privacy reduction, but a clarification that Plaid is now a service provider in its own right, not just an intermediary. You may want to review what the Plaid Web-App monitoring service entails and what data it collects, since it is a new direct service from Plaid rather than a third-party app feature.

View change record →
Medium Apr 16, 2026

Plaid has reframed its service model to emphasize a direct relationship between you and Plaid, rather than positioning itself primarily as a bridge to third-party apps. This means Plaid now states it provides services directly to you when you request them. Additionally, Plaid has introduced a new account monitoring and alerts service available via a web application directly to consumers, separate from third-party app integrations. The terms clarify that your Plaid Account remains non-transactional and does not store funds or enable direct payments, but now explicitly mentions it helps third-party apps initiate payments to or from you. You may wish to review the new web-based monitoring service offering and understand what account data it accesses and how it uses that data.

View change record →

Clause Stability Stable

0
Changes
5
Months Monitored
May 9, 2026
First Seen
May 20, 2026
Last Seen
This clause type exists across 5149 other provisions on other platforms.

Consumer impact (what this means for users)

This provision means that revoking app permissions through Plaid does not automatically erase your financial data from Plaid's systems; to request deletion you must separately submit a data deletion request through my.plaid.com.

What you can do

⚠️ These actions may provide transparency or partial mitigation but may not fully address the underlying issue. Effectiveness varies by jurisdiction and individual circumstances.
  • Delete Your Data
    After revoking app connections, separately submit a data deletion request through the Plaid consumer portal at my.plaid.com. Navigate to privacy settings or data requests and complete the deletion form. Note that some data may be retained for legal compliance purposes even after a deletion request.

How other platforms handle this

Google Cloud Medium

You and your organization's administrator can access several types of Service Data directly from Google Cloud, including your account information, billing contact information, payment and transaction information, as well as product and communication settings and configurations.

Square Medium

to request that your data be transferred to a third party (data portability)

Roblox Medium

Further, you may take legal actions in relation to any potential breach of your rights regarding the processing of your Personal Information, as well as to lodge complaints before the competent data prot...

See all platforms with this clause type →
▸ View Original Clause Language DOCUMENT RECORD
"
Even after you disconnect a financial account or revoke an application's access, Plaid may retain certain data as required by law, for fraud prevention, to resolve disputes, to enforce our agreements, or for other legitimate business purposes. Retention periods vary based on the type of data and the purpose for which it was collected.

Excerpt from Plaid's Terms of Use (Legal Index)

ConductAtlas Analysis

Institutional analysis (regulatory & governance intelligence)

(1) REGULATORY LANDSCAPE: Data retention practices after service termination are directly regulated by GDPR's storage limitation principle (Article 5(1)(e)) and by CCPA and CPRA deletion rights for California residents; vague retention language referencing 'legitimate business …

Insight

Unlock the full institutional analysis

Enforcement risk, jurisdiction flags, contract triggers, and due diligence action items.

Applicable agencies

  • Federal Trade Commission (ftc)
    Oversees unfair or deceptive business practices and can investigate companies that mislead consumers about data collection, sharing, or use.
    Who can file: Anyone affected by the company's practices (US or international)
    What you need: Your account details, a timeline of relevant events, and a description of the specific issue
    What to expect: Complaints inform FTC enforcement priorities and investigations but do not result in individual resolution or compensation
    File a complaint →
  • State Attorney General
    State AGs in California, New York, Texas, and other states can investigate violations of state consumer protection and privacy laws, including CCPA (California), SHIELD Act (New York), and equivalents.
    Who can file: Residents of states with comprehensive privacy laws — primarily California, Virginia, Colorado, Connecticut, and Utah
    What you need: Evidence of the violation, explanation of how your state rights were affected, and your account or contact information with the company
    What to expect: Outcomes vary by state. May result in investigation, enforcement action, or requirement for the company to change practices. No direct individual compensation in most cases.

    Search "[your state] attorney general consumer complaint" to find your state's direct complaint form

Applicable regulations

CCPA/CPRA
California, USA
Connecticut Data Privacy Act Amendments
US-CT
CAN-SPAM
United States Federal
FCRA
United States Federal
FTC Act Section 5
United States Federal
GDPR
European Union
GLBA
United States Federal
Indiana Consumer Data Protection Act
US-IN
Kentucky Consumer Data Protection Act
US-KY
Universal Opt-Out Mechanism Expansion 2026
US

Provision details

Document information
Document
Plaid Terms of Use (Legal Index)
Entity
Plaid
Document last updated
May 5, 2026
Tracking information
First tracked
May 9, 2026
Last verified
May 9, 2026
Record ID
CA-P-007159
Document ID
CA-D-00170
Evidence Provenance
Source URL
Wayback Machine
Content hash (SHA-256)
3a4a156a202fe7581634d705ed74fab297d41705ca70f86746c9acabada43acb
Analysis generated
May 9, 2026 15:21 UTC
Methodology
Evidence
✓ Snapshot stored   ✓ Hash verified
Citation Record
Entity: Plaid
Document: Plaid Terms of Use (Legal Index)
Record ID: CA-P-007159
Captured: 2026-05-09 15:21:50 UTC
SHA-256: 3a4a156a202fe758…
URL: https://conductatlas.com/platform/plaid/plaid-terms-of-use-legal-index/provision/CA-P-007159/data-retention-after-account-disconnection/
Accessed: Sept. 8, 2026
Permanent archival reference. Stable identifier suitable for legal filings, compliance documentation, and research citation.
Classification
Severity
Medium
Categories

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Frequently Asked Questions

What does Plaid's Data Retention After Account Disconnection clause do?

Users who believe they have ended their relationship with Plaid by disconnecting apps may not realize their transaction history and financial data remains stored, creating ongoing privacy exposure without active deletion requests.

How does this clause affect you?

This provision means that revoking app permissions through Plaid does not automatically erase your financial data from Plaid's systems; to request deletion you must separately submit a data deletion request through my.plaid.com.

How many platforms have this type of clause?

ConductAtlas has identified this type of provision across 290 platforms. See the full comparison.

Is ConductAtlas affiliated with Plaid?

No. ConductAtlas is an independent monitoring service. We are not affiliated with, endorsed by, or sponsored by Plaid.