Adding and editing checking accounts

On Relay, you can categorize your funds to best suit your business needs for free!

Relay allows up to 20 checking accounts within a single business account for LLCs, General Partnerships, and Corporations. Sole Proprietorships can hold up to 10.

Please note: every business will automatically be granted one checking account and one savings account once their account is approved, nicknamed Business Checking and Business Savings, respectively. These nicknames can be edited at any time following the steps outlined here.

Once your account is up and running, you can add additional accounts, nickname them, and edit them at any time!

For instructions on how to add/edit a savings account on Relay, please see Adding and editing savings accounts.

How to create a checking account (Web)

1. Sign in to your Relay account.
2. Navigate to the Accounts tab. 
3. Click Add account next to your existing checking/savings accounts.
4. Give your new account a unique nickname, and select Checking Account as the Account Type.
5. Select the team members that will have access to the account. Administrators have access by default.
6. Click Create account.
7. From here, you can get started with moving money into your new checking account, or skip this step and fund your account later by clicking Done.

How to create a checking account (Relay Mobile App)

1. Sign in to the Relay app on your mobile device.
2. Navigate to the Accounts tab. 
3. Tap the plus (+) sign button at the top-right corner of your screen.
4. Give your new account a unique nickname, and select Checking Account as the Account Type.
5. Tap Continue.
6. Select the team members that will have access to the account. Administrators have access by default.
7. Click Continue.
8. On the confirmation screen, click Got it. From here, you can get started with moving money into your new checking account, or skip this step and fund your account later.

How to edit a checking account (Web)

1. Sign in to your Relay account.
2. Navigate to the Accounts tab. 
3. Click on the checking account you wish to edit.
4. Click the three vertical dots at the top-right corner of your screen.
5. Click Edit.
6. From here, you can edit your account nickname as well as the team members who have access to this account.

How to edit a checking account (Relay Mobile App)

1. Sign in to the Relay app on your mobile device.
2. Navigate to the Accounts tab.
3. Tap on the checking account you wish to edit.
4. Tap on the three vertical dots at the top-right corner of your screen.
5. Tap Edit account name.
6. Enter your preferred account nickname, then click Save.

If you wish to delete a checking or savings account, please see Deleting a checking or savings account.

Permission levels

User permissions will still apply to a team member’s access to a checking account. (i.e., If an employee has Read-Only status, that is the only access level they will have to any checking accounts; if they are an Administrator, they will have full access to send payments, transfer money, view statements, etc.).

Integrations

If you change the nickname of your account on Relay and have a Xero or QuickBooks integration, you will need to manually update the account nickname on your accounting software to reflect the change. Checking account nicknames do not automatically sync after the first connection.