Edit the credentials for my bank feed

If you've changed your login details at your bank since setting up a bank feed connection in PocketSmith, you'll need to update these credentials in PocketSmith so that the connection will continue to work.

1
Head to the Bank Feeds page ( Accounts Bank Feeds)
2
Locate the connection you'd like to update the credentials for
3

If you see an ' Authorization failed' error, click TRY AGAIN

If the connection has not attempted to sync since changing your login details, and no error appears, you'll need to click the three-dot menu and select Edit credentials

Then, click EDIT AUTHORIZATION

4
Enter the updated credentials for the bank feed connection, then click SUBMIT

Adding more than one set of credentials

To add more than one set of credentials for a bank, you'll just need to add a new connection for the same bank, as detailed here: Adding a Data Connection and establishing your accounts

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