PocketSmith automatically syncs your feeds by default, however, you can manually trigger a sync for certain feeds.
Steps to trigger a sync:
- Head to the Feeds page (Manage > Feeds)
- Locate the feed you'd like to trigger a sync on
- Click SYNC or TRY AGAIN ('Try again' displays if the feed has an error) from the Overview tab
Syncing for feeds that require Multi-factor authentication (MFA)
If your bank requires you to input additional security details, PocketSmith recognizes this, and the feed will only sync once you sign into PocketSmith to enter the required information.
For more detail on MFA please see: Multi-factor authentication (MFA) on feeds