Relay users can download a bank verification letter from within their account if an external party needs confirmation of your account details.
Please note: a bank verification letter can be used in place of voided checks, direct deposit forms, or bank signature cards to verify account information with external parties.
Bank verification letters can only be downloaded on Relay via desktop at this time, as this feature is not currently supported on the Relay mobile app.
How to download a bank verification letter
- Sign in to your Relay account on your desktop.
- Navigate to the Accounts tab.
- Select the account you would like the bank letter for.
- Click the three vertical dots beside the Add money button.
- Select Request Bank Verification Letter from the drop-down menu
- The letter will be saved in PDF format to your device's Downloads folder.
What is included in a bank verification letter?
All bank verification letters generated within Relay will include:
- The date on which the letter was downloaded
- Your name, business name, and business address
- Your account and routing numbers
- Account type (checking or savings)
- Date of account opening
- A banker's signature
- Relay's letterhead
- Relay's contact information
The default bank verification letter doesn't have everything I printed on it. What do I do?
If there is additional information required by a payment processor or vendor which is not already included in the default bank verification letter, please reach out to our Customer Experience team and we'd be delighted to assist you!
Permission levels
Only team members with Administrator permissions or advisors with Super Administrator, Administrator, or Manager permissions can download bank verification letters on Relay.