If you have created an auto-transfer rule and would like to edit or delete the rule, please follow the instructions outlined below.

How to edit auto-transfer rules

Web Mobile
  1. Sign in to your Relay account.
  2. On your Home page, click Move money at the top-right corner of your screen.
  3. Click Auto-transfer rules
  4. Any auto-transfer rules you have already created will be listed under Your auto-transfer rules
  5. Click the three vertical dots on the right-hand side of the rule you wish to edit, then click Edit auto-transfer rule. If you wish to permanently delete the rule, click Delete auto-transfer rule; if you wish to temporarily deactivate the rule, click on the toggle next to 'active'.
  6. If editing, make the desired changes to your auto-transfer rule, then click Edit auto-transfer rule at the bottom-right corner of your screen. 
  7. Review your changes, then click Confirm auto-transfer rule. Your changes will be saved immediately.

Permissions

Only team members with Administrator permissions, or advisors with Super Administrator permissions, can create and/or edit auto-transfer rules.

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