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Switching to an alternate feed

Find the steps to switch to an alternate feed when required.

When a feed is being replaced, has a better alternative available, or is running into a problem, we may offer an option to switch to the alternate feed. Most of the time, this will involve switching from one provider to another. This article will discuss what the process of switching will involve.


Alternate feed now available

If an alternative feed is available to replace the one currently added to your PocketSmith account, you’ll see a button to "Switch" in the feeds page. This is most often available when you're experiencing a feed issue, or when there is an alternate feed we'd always recommend - such as an open banking feed.

 

When you click this button, you'll be asked to confirm that you'd like to switch.


What happens when I switch the feed?

The old feed will first be removed, the new feed will be added, and the details of the new feed will be updated to match your original feed. You'll then need to authorise the new feed, and relink your feed accounts after you've completed. PocketSmith will guide you through this process where possible.

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Note

Your accounts will need to be relinked after you’ve completed the switch process and authorised your new feed. You'll be prompted to complete this once you're back at PocketSmith after authorising - we have a guide here if you need a hand. Some accounts may present with a different name, depending on which provider is being switched to. If your account doesn’t automatically match, ensure that the correct account is selected manually when relinking.

 
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