Resolving a broken feed account
🚧 Work in Progress 🚧
Our Learn Centre is being updated to reflect our newly rebuilt bank feeds platform, Data Connections. The guide you're looking at may reflect these changes, or it may still need updating.
If the Bank Feeds page (Accounts > Bank Feeds) is not available on your PocketSmith Account, you will first need to migrate to the Data Connections bank feed platform.
If you've migrated to Data Connections, but you haven't been able to find the solution you're after, please get in touch with us!
If an account is showing as a 'broken feed' account this generally means that the PocketSmith account used to have a successful connection with the feed account but at that moment the feed account cannot be found.
This user guide covers how to resolve your broken feed account.
In this user guide
Reasons an account may appear as a 'Broken feed' account
A broken feed account usually means that PocketSmith account used to have a successful connection with a feed account but, currently, the feed account cannot be found.
The most common causes of a broken feed account are:
- the details of a bank feed account have changed, eg. you've been issued a replacement credit card
- the account has entered this state following a bank feed error
- you've closed the account at your bank
Broken bank feed account after replacement credit card issued
If you've recently been issued a replacement credit card, you may encounter a broken bank feed, as the details of the account have changed. Luckily, this is easy to fix. Follow the steps below to link your new credit card account to your existing broken feed account in PocketSmith.
If the new credit card feed account does not show in the Ready to link section, please get in touch and we can investigate further.
Broken bank feed following account error
On rare occasions, an account may end up in a broken feed state following a bank account error. If this happens, the unlinked feed account should show in the Ready to link section. To relink the account follow the steps below
If the unlinked feed account does not show in the Ready to link section, please get in touch and we can investigate further.
Steps to resolve a broken feed account
Click Go in the Ready to link section
Your existing offline accounts will show and you'll be asked if you want to link offline accounts to a feed account.
- To link the broken feed account to the unlinked feed, select the corresponding feed account from the drop-down. Then, click NEXT
Your broken feed account will now have been re-linked and a summary of the account that has been relinked will be shown.
Broken bank feed account after account closed
If you've recently closed an account at your bank, the corresponding account in PocketSmith may appear as a broken feed account.
To convert the broken feed account to an offline account, and to learn more about options for closed accounts please see: Dealing with a closed bank account in PocketSmith