Plaid Investments workflow — planned, not currently available.

Planned — not currently available

Minimum setup: Plaid Investments access and a supported user-authorized investment account in the United States or Canada.

Permissions: No provider permission is requested because this integration is not currently available.

Tested user outcome: No public user outcome is available. This repository contains no runtime class or declared actions for this page.

Limitations: Planning page only. No connection, synchronization, import, export, or provider action is currently available.

Capability owner: Unassigned — product decision required

Last verified: 2026-10-22

First-party provider documentation. First-party provider documentation reviewed 2026-10-22; it defines provider capability and permission boundaries, not a working FollowIncome connection.

Consolidate holdings

Review user-authorized positions from supported investment accounts with source and update time visible.

Track investment activity

Import supported purchases, sales, dividends and fees without enabling order execution.

Review allocation

Compare portfolio allocation over time using clearly dated source data.

Frequently asked questions

How does the FollowIncome Plaid Investments plugin work?

This connection is not currently available in FollowIncome. Review the intended workflow, setup requirements, permissions, and limitations below.

What does the Plaid Investments connection require?

Plaid Investments access and a supported user-authorized investment account in the United States or Canada.

Can I install the Plaid Investments plugin now?

No. This integration is planned and no FollowIncome runtime or provider action is currently available.