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
Head 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 you'd like to edit

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

Choose the credentials you would like to edit and click EDIT ONLINE BANKING ID

5

Enter the updated credentials for your bank feed and click CONNECT

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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