You can easily view/cancel a scheduled or recurring transfer between two of your Relay checking accounts right from your Relay dashboard. Please note that this feature is not currently supported on the Relay mobile app.
Scheduled/recurring transfers vs. payments
A scheduled or recurring transfer is a pre-set, automated movement of funds between one Relay checking/savings account to another within the same business account.
A scheduled or recurring payment is a pre-set, automated payment from your Relay account to an external account/payee. If you're looking to review or cancel a scheduled or recurring payment, please see Cancelling a recurring or scheduled payment.
How to cancel a scheduled/recurring transfer
- Sign in to your Relay account.
- Navigate to the Accounts tab.
- Select Manage accounts.
- Click Scheduled Transfers.
- Select the recurring/scheduled transfer you wish to cancel.
- Click Cancel transfer.
How to set up and edit scheduled/recurring transfers
Instructions on how to create a recurring transfer can be found here: Transferring between Relay accounts.
Unfortunately, scheduled transfers cannot be edited at this time; however, if you would like to update a scheduled transfer's details, you still have the option to cancel it and create a new one.
You can also set up automated, percentage-based transfers between Relay checking/savings accounts. Find two helpful resources on this below: