Hide or unhide an account from the 'Ready to connect' section

When you add a bank feed, you will see all of the accounts within the bank feed that are available to be connected to PocketSmith under the Ready to connect section. You may only want to connect some of your accounts in PocketSmith and hide the others from being displayed here.
Learn how to hide and unhide accounts that come from a bank feed!

In this user guide

Hide an account from a bank feed

1
Go to the Account Summary page ( Accounts > Account Summary)
2
The Ready to connect section shows each account available from a bank feed that isn't already connected to an account within PocketSmith
3
Click the down arrow on the right-hand side to drop down for more information about each of the accounts listed
4
Locate the account that you want to hide and click Ignore bank feed account. The page will refresh and the account will no longer be displayed

Unhide an account from a bank feed

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

In the purple toolbar, hover over the Edit bank feeds menu

3

Click on the bank feed for the account you'd like to unhide

4

In the window that opens, choose Bank feed accounts from the left menu

5

Hidden accounts will be toggled off in the Unconnected Bank Feed Accounts section. Click the toggle to unhide any hidden account

6
These accounts will now be appear in the Ready to connect section

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