On February 6th, 2024, Relay announced a new and improved Partner Program for accountants and bookkeepers – one that invests in you as much as you invest in Relay when you onboard a client to our platform. With our new Partner Program, you can earn meaningful cash rewards as an advisor, more partner perks, an Advisor Directory to help you find more clients who already bank with Relay, and sponsorship opportunities through our Ambassador Program – all geared towards accelerating your firm’s growth and longevity. Learn more about our Partner Program here.

How do I get paid?

You will receive a deposit in the first checking account you created for your firm on Relay by the end of the month for rewards earned in the previous month.

Please note: if you want to change the account that your deposits go into, please reach out to your Account Manager.

Can we send payouts to external bank accounts?

No, Partner Program payouts cannot be sent to external bank accounts.

How often will my referral bonuses be paid out?

You will receive your referral bonuses monthly. Payouts are made by the end of the month for rewards earned in the previous month.

Can I share, split, or pass along my referral bonus to my clients?

All referral bonuses will be given to your firm. You can then choose to move funds over to your clients' account(s) if you wish, although there is no mechanism to automate this in Relay at the moment.

Will I get visibility into the breakdown of the payout?

Yes, you will receive a monthly breakdown of the payout you receive separated by reward category. If you have questions about the breakdown, we suggest you reach out to your Account Manager or our Customer Experience team.

Can you explain the changes in monthly revenue share?

Previously, our Partner Program’s only monetary reward was a share of interchange revenue generated from referred clients’ card spend. The new Partner Program now rewards advisors in Gold and Platinum tiers with a share of revenue Relay earns on clients’ deposits, and this will result in higher monthly payouts than what was previously offered. Advisors in the Silver tier will no longer receive a monthly revenue share.

How do I claim my Relay Pro discount? 

Talk to your Account Manager and they can make sure Relay Pro is not only made free for your firm but can also help unlock discounts for your clients based on your tier level!

What happens if the percentage changes on my client’s Relay Pro discount?

Your new monthly discount will be applied to all Relay Pro subscriptions that you pay for—on behalf of your clients—starting February 1, 2024. This includes subscriptions started before February 1, 2024.

I referred a client in January 2024, will I still receive a payout bonus?

Referral bonuses for the new Partner Program started on February 1st, 2024. All referrals made prior to February 1st will not be subject to the new Partner Program payouts.

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