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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.

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, see Setting up my Relay business bank account. To learn more about what a Relay business bank account through PRIME is, see Why should I have a business bank account?

To reach Relay directly, you can contact them here:

GETTING STARTED: Using my Relay business bank account

👉 Eligibility

Application Requirements

Restrictions and limitations

Specific application types

👉 Open an account

Verification

Account management and security

Switching to Relay


MOVING MONEY: Using my Relay business bank account

👉 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: Using my Relay business bank account

👉 Viewing Account Information

👉 Inviting Your Team

👉 Customize Your Account

👉 Managing Your Account


CARDS: Using my Relay business bank account

👉 Set up your Relay card

👉 Using the Relay card

👉 Card settings

👉 Stolen or lost cards


GENERAL: Using my Relay business bank account

👉 Products & Services


RELAY PRO: Using my Relay business bank account


MOBILE: Using my Relay business bank account

👉 Relay app


YOUR PROFILE: Using my Relay business bank account

👉 Updating Account Information

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