Plaid product screens examples

Plaid

Sign-in screen where the user authenticates with their email and password or navigates to create a new account.

• Sign In

Plaid

Authentication Form

Plaid

Signup page where the user creates a new account by entering their name, email, password, and company.

• Sign Up

Plaid

Onboarding screen where a new user is guided through a four-step setup checklist, currently prompting them to confirm their email address.

• Onboarding Checklist

Plaid

Onboarding step where the user invites teammates by entering their name and email, with an option to skip.

• Team Management
• Setup Wizard

Plaid

Onboarding step where the user sets Admin, Keys, and Support permissions to invite a new teammate, featuring an empty state for the pending roster.

• Team Management
• Roles & Permissions

Plaid

Onboarding step where the user invites teammates by entering their name and email, with a list of already added members and options to skip or finish the step.

• Team Management
• Edit

Plaid

Onboarding modal where the user views their API keys to send their first request and accesses getting started resources.

• API Keys
• Confirmation

Plaid

Modal where the user fills out personal and company information to upgrade their account to the production environment and remove limits.

• Account Setup
• Upgrade Prompt

Plaid

Dashboard usage tab showing an empty state prompting the user to send their first API request via the Quickstart Guide.

• Empty State
• Getting Started

Plaid

Dashboard showing a four-step onboarding checklist to start using bank data, with the account menu open.

• Onboarding Checklist
• Account Setup

Plaid

Settings page where the user updates their personal, company, billing, and technical contact information.

• Account Settings
• Form