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DORA vs PSD2/PSD3: 2026 Guide for EU Payment Institutions and EMIs

DORA vs PSD2/PSD3 for EU payment institutions and EMIs in 2026: operational resilience, payment security, incident reporting, SCA, fraud and third-party ICT.

In this article
  1. The short answer
  2. DORA vs PSD2 vs PSD3/PSR at a glance
  3. What DORA changes for payment institutions and EMIs
  4. Where PSD2 still matters
  5. What PSD3 and PSR change in the operating direction
  6. Which regime owns which question?
  7. Comparison table: what to build once
  8. Incident reporting: the overlap that causes the most confusion
  9. One incident workflow, two reporting logics
  10. Third-party ICT risk: DORA is the heavier framework
  11. Supplier map for payment firms
  12. Evidence checklist for EU payment institutions and EMIs
  13. Obligation matrix: who owns what in a payment institution
  14. Common implementation mistakes
  15. Mistake 1: Treating PSD2 controls as enough for DORA
  16. Mistake 2: Running separate incident processes
  17. Mistake 3: Mapping suppliers only by contract owner
  18. Mistake 4: Waiting for PSD3/PSR final application dates before fixing operations
  19. Mistake 5: Treating open banking as only a PSD2 topic
  20. Mistake 6: Forgetting instant payments dependencies
  21. Practical 30-day alignment plan
  22. FAQ
  23. Does DORA replace PSD2 for payment institutions and EMIs?
  24. Does PSD3 replace DORA?
  25. Are PSD3 and PSR already final law?
  26. Should payment firms maintain separate DORA and PSD2 incident workflows?
  27. Does open banking sit under DORA or PSD2?
  28. What is the best first step for an EMI?
  29. Bottom line
  30. Related reading
  31. Primary sources

Last reviewed: 30 April 2026

The short answer

DORA and PSD2/PSD3 sit next to each other.

They solve different problems.

  • DORA is the EU digital operational resilience framework for financial entities. It applies to payment institutions, e-money institutions and other financial entities in scope. It focuses on ICT risk management, incident reporting, resilience testing and ICT third-party risk.
  • PSD2 is the current EU payment services directive. It focuses on payment services, payment institutions, e-money institutions, open banking, Strong Customer Authentication (SCA), consumer rights and payment security.
  • PSD3 and the Payment Services Regulation (PSR) are the next generation of EU payments law. Political agreement was announced in November 2025 and compromise texts were moving through the legislative process in April 2026. Firms should track final publication and application dates, but the operating direction is clear: stronger fraud controls, more harmonisation, updated authorisation and clearer open-banking rules.

For an EU payment institution or EMI, the practical answer is: do not run DORA and PSD2/PSD3 as separate programmes. Use one operating model for ICT risk, incidents, third-party providers, fraud/security controls and management reporting.

DORA vs PSD2 vs PSD3/PSR at a glance

TopicDORAPSD2PSD3 / PSR
Legal formRegulation, directly applicableDirective, transposed into national lawPSD3 Directive plus PSR Regulation
Main focusDigital operational resiliencePayment services and payment securityModernised payment and e-money framework
Status in 2026Applies since 17 January 2025Current payment services framework until replacedPolitical agreement reached in Nov 2025; compromise texts progressed in Apr 2026
Core audienceFinancial entities, including PIs and EMIsPayment service providersPayment institutions, e-money institutions, PSPs and related actors
ICT riskCentral requirementRelevant through security and operational risk expectationsExpected to coexist with DORA, not replace it
Incident reportingMajor ICT-related incidents under DORA Article 19Operational/security incident reporting under PSD2 frameworkExpected to refine payment-specific incident and fraud/security rules
Third-party ICT riskDedicated DORA lifecycle and contract obligationsOutsourcing and operational reliability expectationsDORA remains the main ICT third-party resilience framework
Customer authenticationNot the primary regimeSCA and secure communicationFraud prevention and SCA remain central themes
Fraud controlsRelevant where fraud depends on ICT controls and incidentsCore payment security topicStronger fraud prevention direction
Open bankingRelevant where APIs and ICT resilience support servicesAIS/PIS access and secure communicationExpected to clarify access, obstacles and user permissions
Best implementation modelEvidence-led ICT resilience operating modelPayment compliance and security controlsIntegrated payments + resilience governance

What DORA changes for payment institutions and EMIs

Payment institutions and e-money institutions are financial entities under DORA. That means DORA is not a side framework for payments firms; it becomes part of the operating baseline.

In practice, DORA adds a structured resilience layer around the payment business:

  • ICT risk management framework;
  • management-body oversight;
  • incident classification and major ICT-related incident reporting;
  • business continuity and disaster recovery;
  • resilience testing;
  • ICT third-party risk management;
  • Register of Information for ICT third-party arrangements;
  • evidence of remediation and control operation.

PSD2 already pushed payment firms toward secure payments, SCA, access interfaces and incident/security controls. DORA goes wider: it asks whether the entity can withstand, respond to and recover from ICT disruptions across critical or important functions.

Where PSD2 still matters

PSD2 remains important because it governs the payment services relationship itself.

For payment firms, PSD2 concerns include:

  • authorisation and conduct of payment services;
  • Strong Customer Authentication;
  • secure communication;
  • access to payment accounts for regulated third-party providers;
  • consumer transparency and rights;
  • liability and unauthorised payment transactions;
  • payment-specific security and operational incident expectations.

DORA does not replace these payment-service obligations. It changes the resilience environment around them.

Example:

SCA failure, payment fraud controls and open-banking interface availability may sit under payment services rules. The ICT systems, incident handling, third-party dependencies and recovery evidence also matter under DORA.

What PSD3 and PSR change in the operating direction

The European Commission published proposals in June 2023 for:

  • a new Payment Services and Electronic Money Services Directive, commonly referred to as PSD3;
  • a directly applicable Payment Services Regulation (PSR).

The European Parliament and Council announced political agreement on 27 November 2025. Council compromise text documents were published in April 2026. Until the final texts are published in the Official Journal and application dates are confirmed, firms should avoid treating every draft detail as live law.

Still, the operating direction is visible:

ThemeDirection under PSD3 / PSRWhat payment firms can do now
Fraud preventionStronger preventive controls and liability consequencesImprove fraud governance, payee checks, monitoring and customer communication
AuthorisationUpdated PI/EMI authorisation and supervisory frameworkKeep licence perimeter, capital, governance and service descriptions current
E-money integrationPayment and e-money services move into a more unified frameworkReconcile PI/EMI governance and safeguarding evidence
Open bankingMore harmonised access, obstacle rules and user permission controlsReview API availability, permission dashboards and TPP access evidence
SCAContinued focus on authentication and risk assessmentMaintain SCA architecture, exemptions, risk analysis and change records
Consumer protectionStronger transparency, dispute and fraud handlingAlign complaints, incident and customer communication workflows
Platform / technical accessNew access obligations may affect certain technical actorsTrack dependencies on mobile, wallet and interface providers

These areas overlap with DORA operationally even when the legal obligation comes from payment services law.

Which regime owns which question?

QuestionPrimary regimePractical answer
Can the firm provide payment or e-money services?PSD2 / PSD3Maintain authorisation, service perimeter and supervisory evidence
Can the firm withstand ICT disruption?DORAMaintain ICT risk, BCDR, testing, supplier and incident evidence
Are customers authenticated securely?PSD2 / PSRMaintain SCA architecture, exemptions, fraud controls and secure communication evidence
How are major ICT incidents reported?DORAUse DORA classification, notification and authority route
How are payment-security or fraud incidents handled?PSD2 / PSD3 / PSRUse payment incident, fraud and customer communication logic
Are ICT suppliers controlled?DORAMaintain Register of Information, criticality, contract clauses and exit evidence
Are open-banking interfaces reliable?PSD2 / PSR + DORAMaintain availability, access, security and resilience evidence
What should the board see?DORA + payments governanceOne board pack with ICT risk, fraud, incidents, suppliers and remediation

This table is the core implementation principle: one operating model, different legal views.

Comparison table: what to build once

Operating capabilityDORA needPSD2 / PSD3-PSR needBuild once by doing this
ICT risk registerShows material ICT risks and treatmentSupports payment security governanceMaintain one ICT/payment risk register with control owners
Incident classificationDetermines DORA major ICT incident reportingSupports payment/security incident handlingUse one triage workflow with DORA and payment-service criteria
Business continuityProves recovery of critical or important functionsSupports payment service availabilityTest end-to-end payment service recovery, not only infrastructure
Supplier oversightControls ICT third-party risk and Register of InformationSupports outsourcing and payment-service reliabilityMap suppliers to payment services, critical functions and contracts
Fraud governanceRelevant where fraud depends on ICT systems and incidentsCore payment-services requirementConnect fraud rules, authentication, monitoring and incident records
Open-banking resilienceAPI outages may be ICT incidents or resilience evidenceAccess interface availability and secure communication matterMonitor API availability, changes, incidents and TPP impact
Board reportingShows management-body oversight of ICT riskShows governance over payment security and fraud risksProduce one board pack with resilience, fraud, incidents and remediation
Evidence managementSupports supervisory reviewSupports audits, licensing and partner-bank due diligenceMaintain evidence by control owner and review cadence

Incident reporting: the overlap that causes the most confusion

Incident reporting is where DORA and PSD2/PSDx overlap most visibly.

The safe operating assumption is:

  • use DORA to manage ICT-related incident classification and major ICT-related incident reporting;
  • maintain payment-specific incident and fraud logic where required under payment services rules;
  • avoid duplicate incident workflows where the same event affects both ICT resilience and payment services.

For example, a payment processing outage may require:

  • technical incident response;
  • customer and partner communication;
  • assessment of affected payment services;
  • DORA major ICT-related incident classification;
  • payment-security or operational incident assessment;
  • management-body awareness where material;
  • after-action remediation.

The mistake is to let compliance, payment operations and security classify the same event separately. A unified incident workflow should contain both DORA and payment-services decision points.

For DORA timing, see DORA Incident Reporting 2026.

One incident workflow, two reporting logics

EventDORA questionPSD2 / PSD3-PSR questionEvidence to keep
Card or payment processing outageIs this a major ICT-related incident?Is payment service availability or customer communication affected?Detection time, service impact, transactions affected, recovery
SCA service failureDoes ICT disruption affect critical services?Are authentication obligations, exemptions or fraud controls affected?SCA impact, failed flows, customer impact, remediation
Open-banking API outageIs an ICT service disruption reportable?Are access-interface obligations or TPP access affected?API availability, TPP impact, incident timeline
Fraud spike linked to control failureIs there an ICT/security incident?Are fraud reporting, liability or customer-protection obligations triggered?Fraud metrics, root cause, customer handling, control change
Cloud provider incidentIs an ICT third-party incident affecting critical functions?Are payment services unavailable or degraded?Supplier notice, impact analysis, contract and exit evidence
Data integrity issue in ledgerIs resilience, integrity or availability affected?Are payment records, customer balances or disclosures affected?Reconciliation, correction, customer and authority decisions

This structure keeps one timeline while preserving separate regulatory decisions.

Third-party ICT risk: DORA is the heavier framework

Payment firms depend heavily on third parties: cloud platforms, card processors, banking-as-a-service partners, fraud tools, KYC vendors, open-banking providers, core ledger systems, customer support tooling and payment gateways.

DORA makes ICT third-party risk a lifecycle discipline:

  • due diligence before contracting;
  • contract clauses for access, audit, security, incident support and exit;
  • ongoing monitoring;
  • subcontractor visibility;
  • concentration-risk awareness;
  • exit planning;
  • Register of Information maintenance.

PSD2/PSD3 and PSR remain relevant for payment-service obligations, but DORA is the stronger operating framework for ICT dependency management.

Supplier map for payment firms

Supplier typeDORA relevancePSD2 / PSD3-PSR relevanceEvidence note
Card processor / scheme processorICT dependency supporting critical payment functionsPayment service reliability and customer impactContract, incident support, resilience and exit evidence
Banking-as-a-service / sponsor bankCritical dependency for accounts, safeguarding or settlementAuthorisation perimeter, safeguarding, service modelDependency map and responsibility split
Fraud / transaction monitoring toolICT service supporting risk controlsFraud prevention and payment securityRule governance, uptime, change and incident evidence
KYC / AML vendorICT supplier and operational dependencyOnboarding and compliance process supportData, availability, subcontractor and continuity evidence
Open-banking platformICT dependency for AIS/PIS or access servicesInterface access, TPP reliability, user permissionsAPI availability and incident evidence
Cloud providerCore ICT third-partyIndirectly supports payment servicesRegister of Information, concentration and exit evidence
Customer support SaaSICT supplier if used for payment incidents / complaintsComplaint handling and customer communicationAccess, data retention and continuity evidence

The supplier list should not be a procurement spreadsheet only. It should show which payment service, critical function and regulatory evidence each supplier supports.

Evidence checklist for EU payment institutions and EMIs

For a payment institution or EMI, the combined DORA + PSD2/PSD3 evidence pack should include:

Evidence artefactDORA viewPSD2 / PSD3-PSR view
ICT risk register mapped to payment servicesCore ICT risk evidenceSupports payment security governance
Critical or important function mapDefines DORA priorityShows payment-service dependencies
Incident classification and payment incident workflowMajor ICT incident decision pathPayment-security / fraud incident path
SCA and fraud-control governance recordsICT control and incident relevanceCore payment security evidence
Open-banking or access-interface availability evidenceResilience and ICT service evidencePSD2 / PSR access evidence
Resilience test results for payment service chainsDORA testing evidencePayment service continuity evidence
BCP/DR recovery evidence with RTO/RPO measurementsDORA BCDR evidenceService availability support
Supplier criticality assessmentICT third-party riskOutsourcing and service reliability
Register of Information extractDORA structured registerSupplier evidence input
ICT third-party contract clause trackerArticle 30 contract evidenceOutsourcing / operational dependency support
Board ICT/payment risk reportManagement-body ICT risk oversightPayment security and fraud governance
Remediation tracker with owners and target datesControl improvement evidenceAudit, licensing and supervisory evidence

This is the level of structure that helps avoid duplicated compliance work. One control can support several obligations if the evidence is clear.

Obligation matrix: who owns what in a payment institution

Operationally, the DORA / PSD2 / PSD3 conversation collapses into who owns each artefact and when it gets refreshed.

Evidence artefactDORA ownerPSD2 ownerPSD3 / PSR directionRefresh cadence
ICT risk registerICT risk ownerOperational and security risk inputExpected to remain relevantQuarterly + material change
Major ICT incident notificationIncident manager / compliancePayment incident owner informedFraud and incident rules remain importantPer incident
Open-banking interface availabilityTechnology / operationsOpen-banking ownerAccess and obstacle rules remain centralMonthly / quarterly
SCA exemption decisionsIndirect ICT control relevanceFraud / payments ownerSCA and risk assessment remain centralOn rule or risk-engine change
Fraud-rate KPI and monitoringSecurity / ICT if system-drivenFraud ownerStronger fraud prevention directionMonthly / quarterly
Strong Customer Authentication architectureICT risk / securityPayments / fraud ownerExpected to remain a core controlMajor authentication change
Register of InformationICT third-party risk ownerOutsourcing inputSupplier evidence remains relevantSupplier or contract change
ICT third-party contract clausesLegal / procurement / riskOutsourcing inputDORA remains the heavier ICT contract layerContract renewal
Resilience testingSecurity / technology / operationsPayment operations inputDORA remains the core testing regimeAnnual + material change
Recovery time / point objectivesOperations / technologyPayment service ownerContinuity remains a payment-service concernTested annually
Board reporting on ICT, fraud and resilienceCEO / COO / risk ownerCompliance / payments / fraud ownerIntegrated governance remains usefulQuarterly board pack
Customer transparency disclosuresUsually out of DORACompliance / conduct ownerConsumer protection remains centralProduct launch or change

For a payment institution running modern operations, this is one matrix maintained by one team, with each row owned by a specific function. The legal-instrument column is documentation, not allocation.

Common implementation mistakes

Mistake 1: Treating PSD2 controls as enough for DORA

PSD2 security controls may help, but DORA is broader. It covers resilience governance, testing, third-party ICT risk, continuity, recovery and management-body oversight.

Mistake 2: Running separate incident processes

If security, compliance and payment operations each maintain their own incident workflow, timelines and decisions will diverge. The better model is one workflow with separate reporting triggers.

Mistake 3: Mapping suppliers only by contract owner

Under DORA, supplier oversight must connect to critical or important functions. A vendor list by procurement owner is not enough.

Mistake 4: Waiting for PSD3/PSR final application dates before fixing operations

Some details may change before final publication and application.

The core operating capabilities already matter under existing law and DORA:

  • fraud governance;
  • incident handling;
  • resilience testing;
  • supplier oversight;
  • board reporting.

Mistake 5: Treating open banking as only a PSD2 topic

Open-banking API availability, access control, monitoring and incident response are also ICT resilience topics. A prolonged API outage can become both a payment-services issue and a DORA evidence issue.

Mistake 6: Forgetting instant payments dependencies

Instant payment obligations increase pressure on availability, fraud detection, beneficiary verification, sanctions screening and supplier resilience. Even when the legal basis is not DORA, the operating dependencies often sit in the DORA evidence base.

Practical 30-day alignment plan

WeekActionOutput
Week 1Create a combined obligation mapDORA / PSD2 / PSD3-PSR themes by operating capability
Week 1Confirm current payment services and licence perimeterPI / EMI service map
Week 2Merge incident intakeOne triage workflow with DORA and payment incident criteria
Week 2Map suppliers to payment servicesSupplier-to-function dependency map
Week 3Test one payment service chainRecovery, communication and supplier evidence
Week 3Review SCA, fraud and open-banking evidenceControl owner and evidence gap list
Week 4Update board reportingICT resilience, payment security, fraud, suppliers and remediation
Week 4Build evidence indexOwner, location, review cadence and regulatory view

FAQ

Does DORA replace PSD2 for payment institutions and EMIs?

No. DORA governs digital operational resilience. PSD2 governs payment services, payment security, consumer rights and related authorisation / conduct obligations.

Does PSD3 replace DORA?

No. PSD3 and PSR modernise payment services and e-money law. DORA remains the main EU framework for ICT risk, resilience testing, ICT incident reporting and ICT third-party risk for financial entities.

Are PSD3 and PSR already final law?

As of 30 April 2026, political agreement had been announced and Council compromise texts had progressed.

Firms should still track final Official Journal publication and application dates before treating specific new obligations as live.

Should payment firms maintain separate DORA and PSD2 incident workflows?

No. Use one incident workflow with separate decision points: DORA major ICT incident classification and payment-services / fraud / customer-impact assessment.

Does open banking sit under DORA or PSD2?

Both can matter. PSD2 / PSR governs access, secure communication and open-banking rules. DORA matters when the API, platform, supplier or incident affects ICT resilience and critical payment services.

What is the best first step for an EMI?

Map payment services, critical functions, ICT systems and suppliers in one dependency view. That map supports DORA risk, PSD2 operations, PSD3/PSR preparation, incident handling and board reporting.

Bottom line

DORA vs PSD2/PSD3 is the wrong framing if it leads to separate teams and duplicate controls.

The practical framing is:

  • PSD2 and PSD3/PSR define payment-services obligations;
  • DORA defines the digital operational resilience model around the financial entity;
  • payment institutions and EMIs need one evidence-led operating model that supports both.

Primary sources