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Edit the authorisation for my feed

What to do if you have changed your login details at your bank.

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

  1. Head to Feeds (Manage > Feeds)
  1. Locate the feed you want to update the authorisation for in the sidebar
  1. Click the Authorise tab
  1. If you see an 'Authorisation failed' error, click TRY AGAIN
    1. If the connection has not attempted to sync since changing your login details, and no error appears, you'll need to click REAUTHORISE or RECREATE

  1. Enter the updated credentials for the feed, 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 feed for the same bank, as detailed here: Adding a feed and establishing your accounts.

 
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