Adding more than one set of credentials to an existing bank feed

🚧 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!

PocketSmith allows you to add multiple credentials for one bank, which means you can connect your partner's accounts at the same bank or any other accounts you have at the same bank with different logins.
Credentials (online banking ID) are the login details (usually something like a username and a password) that you use to log in and access your online banking website.
Note:

This guide covers how to add a second set of credentials for Yodlee and Salt Edge feeds (any non-New Zealand banks).

If you're based in New Zealand and have Akahu bank feeds, the process is slightly different. See  Adding more credentials to an Akahu bank feed instead.


Adding another set of credentials to a previously connected bank

To add a second set of credentials you hold at a previously connected bank:

1
Head to the Bank feeds page
2

Click + New connection

3

In the section ' Or add a previously connected bank' select the bank you wish to add a new set of credentials for

4

Enter a nickname to help you identify these additional credentials (optional but recommended)

5

For connections provided by  Yodlee (generally, banks outside of the UK or Europe), jump to Step 6

For connections provided by our UK/EU provider, Salt Edge, you will be required to authorize this connection as per PSD2 regulations

After clicking  AUTHORIZE, please read the consent information. If you consent for Salt Edge to access your bank data, tick the box and click Confirm.

You’ll then be diverted to the secure online banking portal to enter your online banking login details, select accounts, and grant Salt Edge permission to access your data.

After the connection is complete, you’ll be asked to close the window to return to PocketSmith. You can now head to Linking your bank accounts.

6
For Yodlee supported banks, sign in with the same login details that you would usually use at your online banking site, and click  SUBMIT

If you have additional security requirements for this feed, please click Authorize to complete the information and continue syncing.

The first sync may take a few minutes to complete. While waiting grab a cuppa, or check out some handy hints from the loading toolbar at the bottom of the page.

7
Once your connection has synced, you're ready to link your accounts.
Check out Establishing your bank accounts in PocketSmith for all the detail!
Note
  • Please check to ensure that the credential form isn’t being auto-filled with a password manager or your browser because if the wrong credentials are entered repeatedly, you could get locked out of your online banking site.  
  • If you encounter an “invalid credentials” error, please double-check your credentials by carefully re-entering them by hand

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