Change the credentials for my bank feed

If your bank login details change at any time, you will need to update your credentials for that bank in PocketSmith as well to make sure that your bank feeds continue to work.

1
Go to the Account Summary page ( Accounts > Account Summary)
2

In the purple toolbar, hover over the Edit bank feeds menu and select the bank feed to edit

3
In the window that opens, chose Online Banking ID in the left
4

Enter the updated credentials for your bank feed

5

Click  Update bank feed

Adding more than one set of credentials

If you're looking to add more than one set of credentials to an existing bank feed read all about it in the following user guide:  Add more than one set of credentials to an existing bank feed

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