Provision record
Plaid · Plaid Terms of Use · View original document ↗

Client Marketing and Logo Use Authorization

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Document Record

What it is

The agreement requires clients to participate in Plaid-requested marketing activities including case studies, authorizes Plaid to identify the client publicly as a Plaid customer, and permits Plaid to use the client's name, logo, URL, testimonials, and use case in marketing and conference materials, subject to a takedown right upon client request.

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)

This provision establishes an active marketing participation obligation for clients and grants Plaid a broad license to use client identity materials and feedback in public-facing commercial contexts. The takedown right operates prospectively and does not require removal of existing materials.

Clause Stability Stable

0
Changes
4
Months Monitored
Jul 9, 2026
First Seen
Jul 9, 2026
Last Seen

Consumer impact (what this means for users)

Under this clause, clients are obligated to participate in Plaid-requested case studies and agree that Plaid may use their name, logo, testimonials, and use case in marketing materials. Clients may request that Plaid stop future use, but existing materials in which client identity has already been incorporated are not subject to removal.

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.
  • Opt Out of Arbitration
    Send a written request to Plaid at legalnotices@plaid.com requesting that Plaid stop using your company's name, logo, URL, testimonials, and use case in marketing and conference materials. Note that already-published materials are not required to be removed under the terms.

Cross-platform context

See how other platforms handle Client Marketing and Logo Use Authorization and similar clauses.

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▸ View Original Clause Language DOCUMENT RECORD
"
During the term of these Terms, (a) Client agrees to participate in case studies and other similar marketing efforts reasonably requested by Plaid; (b) Plaid may disclose that Client is a Plaid customer to third parties; and (c) Plaid may include on and in Plaid's website, case studies, marketing materials, and conference presentations and other speaking opportunities, Client's testimonials and other feedback regarding the Services, name, website URL, use case, and logo and other marks. Upon request from Client, Plaid will promptly stop making the disclosure and use described in the foregoing sentence except to the extent already included in any then-existing materials.

Excerpt from Plaid's Terms of Use

ConductAtlas Analysis

Institutional analysis (regulatory & governance intelligence)

REGULATORY LANDSCAPE: The marketing use authorization in this clause engages trademark law with respect to use of client logos and marks.

Insight

Unlock the full institutional analysis

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

Provision details

Document information
Document
Plaid Terms of Use
Entity
Plaid
Document last updated
May 5, 2026
Tracking information
First tracked
May 7, 2026
Last verified
July 9, 2026
Record ID
CA-P-014164
Document ID
CA-D-00535
Evidence Provenance
Source URL
Wayback Machine
Content hash (SHA-256)
2006d877246911ea379a3d599b975329c6447dc8589ccfc9af08c845682de666
Analysis generated
May 7, 2026 09:31 UTC
Methodology
Evidence
✓ Snapshot stored   ✓ Hash verified
Citation Record
Entity: Plaid
Document: Plaid Terms of Use
Record ID: CA-P-014164
Captured: 2026-05-07 09:31:54 UTC
SHA-256: 2006d877246911ea…
URL: https://conductatlas.com/platform/plaid/plaid-terms-of-use/provision/CA-P-014164/client-marketing-and-logo-use-authorization/
Accessed: Sept. 8, 2026
Permanent archival reference. Stable identifier suitable for legal filings, compliance documentation, and research citation.
Classification
Severity
Low
Categories

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Frequently Asked Questions

What does Plaid's Client Marketing and Logo Use Authorization clause do?

This provision establishes an active marketing participation obligation for clients and grants Plaid a broad license to use client identity materials and feedback in public-facing commercial contexts. The takedown right operates prospectively and does not require removal of existing materials.

How does this clause affect you?

Under this clause, clients are obligated to participate in Plaid-requested case studies and agree that Plaid may use their name, logo, testimonials, and use case in marketing materials. Clients may request that Plaid stop future use, but existing materials in which client identity has already been incorporated are not subject to removal.

Is ConductAtlas affiliated with Plaid?

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