Bank feed sync settings
PocketSmith automatically syncs your bank feed by default, however, you can manually trigger a sync of your bank feeds at any time. You can also turn off the automatic sync setting so that your bank feed only syncs when manually triggered. Learn about these sync options below!
In this user guide
Trigger a sync of a bank feed
Triggering a sync on your bank feeds can be useful when:
- The security information requested when your bank feed synced was not entered in time
- A bank feed has an error, and re-syncing the bank feed may fix it
Follow the steps below to trigger a sync:
- 1
- Head to the Account Summary page ( Accounts > Account Summary)
- 2
- Locate the bank feed you'd like to trigger a sync on
- 3
- Click on the down arrow to view the bank feed types
- 4
-
Click
Sync now or
Try Again ('Try again' displays if the bank feed has an error)
- 5
- The bank feed sync may not start immediately - if other account types are already being synced, the most recent sync will be queued until the others are complete.
Note
For bank feeds showing errors, we recommend that you try a couple of refresh sync attempts. If the problems persist, please get in touch, and we'll investigate the issue further!
Change bank feed syncing to be only manually triggered
You may want to turn off PocketSmith's automatic bank feed sync setting. For example: If you have a bank feed that requests a One Time Password (OTP) each time you log in, you can change the settings for this bank feed so that the feed will only sync when you trigger it, preventing repetitive OTP requests.
Note
This setting only affects syncs that are performed from within PocketSmith. Changing this setting will not prevent Yodlee from performing their scheduled daily syncs on your bank feeds.
You can enable Manual sync only on a bank feed with the following steps:
- 1
-
Go to the Account Summary page (Accounts > Account Summary)
- 2
-
Hover on
Edit bank feeds in the purple toolbar and click on the bank feed you'd like to change
-
- 3
-
Select
Sync options
- 4
- Tick the checkbox for Manual sync only
-
- 5
- Click Save
Force bank feeds with Multi-factor authentication (MFA) to automatically sync
Bank feeds automatically sync unless they have multi-factor authentication. If the bank feeds have multi-factor authentication, they will only sync once you log into PocketSmith to enter the required information. If you are sure that your bank feed doesn't need MFA to be entered on each sync, you can force it to sync automatically with the following steps:
- 1
-
Head to the Account Summary page (Accounts > Account Summary)
- 2
-
Hover over
Edit bank feeds in the purple toolbar, and click on the bank feed you'd like to change
- 3
- Select Sync options
- 4
-
Tick the checkbox for
Force automatic sync
- 5
- Click Save
SMS or email alerts when bank feeds sync
If you have enabled SMS or email alerts for your online banking logins, you will also receive these messages when your bank feed syncs.
This is because PocketSmith can sync your bank feed while you are not logged into PocketSmith, you may receive these messages when you are not logged in to your PocketSmith account. You may like to consider disabling text alerts on your bank website as these can be sent very early in the morning, depending on your time zone!
Note
If you receive an unexpected One Time Password (OTP) request while you are not logged into PocketSmith, please get in touch, and we’ll look into this for you.