With Relay's Partner Portal, accountants and bookkeepers can sign up for Relay on their client's behalf and track the status of their applications. Please read on for instructions on how to use the Partner Portal to register a new business on Relay.
How to register a client's business through the Partner Portal
- Sign in to your Relay account on your desktop.
- Click Add Client at the top-right corner of the dashboard you see upon login (i.e., your Partner Portal).
- Here, you will be asked "Who will fill out the application?" Click The advisor (me), then click Next.
- Enter the business owner's information by filling out all of the required fields. For non-profits and businesses owned by holding companies, please enter the information of the person responsible for the legal entity such as a CEO, CFO, President, Vice President, Treasurer, etc. If there are multiple owners, you will be prompted to enter the information for the additional owners later in the application process.
- Once all required fields are properly filled out, click Next.
- Enter your client's business information by filling out all of the required fields, then click Next when done.
- If there are additional Beneficial Owners, you will now be prompted to enter their details. Once all of the required fields are filled out, click Next.
- Once the application has been submitted, we will reach out to the Beneficial Owners via email for identity verification, ask them to create a password, and set up two-factor authentication (2FA) to secure their accounts.
How to check on the status of an open application
- Sign in to your Relay account on your desktop.
- In your Partner Portal dashboard, click View next to your client's pending application.
- If additional documents are required, you will see them listed. You can upload these documents directly to the application from this page by clicking the Upload icon. If no additional documents are required and/or we are reviewing the application, the review process typically takes around 2-3 business days.
Will I be able to access my client's account once it is approved?
No. Once an account is approved, access is only available to the business owners and their team members/advisors who have been invited to join the account.
How will my client be notified that I've submitted an application for them?
Your clients will be notified that an application was submitted on their behalf via email, at the email address you provided for them during registration.
I made a mistake on an application. Can I edit it?
Once an application is submitted, it cannot be edited through the Partner Portal or by the business owner. If any changes need to be made to an application, please reach out to our Customer Experience team for assistance.