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Using my Relay business bank account

This article offers helpful links to Relay’s Support Center so you can easily find the information you’re looking for.

Updated over a month ago

Now that your Relay account is all set up, it’s time to start using it! You may have some questions about various features of your account and/or portal. Relay has an excellent Support Center to answer your questions. Feel free to poke around their site to see what all they have to offer!

If you have specific questions, we’ve outlined some quick-links that you may be looking for below.

NOTE: If you haven't yet set up a Relay business bank account or have questions about your Relay application through PRIME, check out this article. To learn more about what a Relay business bank account through PRIME is, click here.

To reach Relay directly, you can contact them here:

GETTING STARTED

👉 Eligibility

Application Requirements

Restrictions and limitations

Specific application types

👉 Open an account

Verification

Account management and security

Switching to Relay


MOVING MONEY

👉 Adding and withdrawing funds

Connect a bank account

Adding funds

👉 Transfers

Standard transfers

Automatic and scheduled transfers

👉 Sending funds

Setting up and managing payments

Payee management

Cancelling a payment

👉 Receiving funds

Setting up and managing received payments

Payment requests

Compliance and documentation


ACCOUNT

👉 Viewing Account Information

👉 Inviting Your Team

👉 Customize Your Account

👉 Managing Your Account


CARDS

👉 Set up your Relay card

👉 Using the Relay card

👉 Card settings

👉 Stolen or lost cards


GENERAL

👉 Products & Services


RELAY PRO


MOBILE

👉 Relay app


YOUR PROFILE

👉 Updating Account Information

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