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Managing closed accounts

How to handle closing a bank account in PocketSmith.

If you've recently closed a bank account that was connected to PocketSmith via a feed, it's best to unlink the account from the feed and zero any remaining balance.

How to deal with a closed bank account in PocketSmith

When you close an account with your bank, PocketSmith's feed connection will still attempt to connect to the account, which can result in a connection error. We recommend unlinking the feed from the closed account and zeroing the remaining balance.

For more information on the steps, please see: Dealing with a closed bank account in PocketSmith.

 
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