A bank verification letter from Relay verifies your account details for payroll, payment processors, vendors, or other external parties. It can stand in for voided checks, direct deposit forms, or bank signature cards. This guide shows how to download the letter, what’s inside it, who can download it, and answers common questions.
How to download a bank verification letter
- Sign in to your Relay account.
- Go to the Accounts tab.
- Select the account you need the bank verification letter for.
- Click the three vertical dots next to the Add money button.
- Choose Request Bank Verification Letter from the menu.
- The letter is generated as a PDF and saved to your device — typically your browser’s Downloads folder.
What’s included in a Relay bank verification letter
Every bank verification letter generated by Relay includes:
- The date the letter was downloaded
- Your name, business name, and business address
- Your account number and routing number
- Account type (checking or savings)
- Date the account was opened
- A signature
- Relay’s letterhead and Relay contact information
This information satisfies most payroll providers, vendors, and payment processors that accept a bank verification letter in place of a voided check or direct deposit form.
If the default letter doesn’t include everything you need
If a payment processor, payroll provider, or vendor requires extra information not on the default Relay letter, contact our Customer Experience Team so we can review the request and advise or provide additional documentation if possible.
Permission levels — who can download bank verification letters
Only the following users can download bank verification letters in Relay:
- Team members with Administrator permissions
- Advisors with Super Administrator, Administrator, or Manager permissions
If you don’t see the option to request a bank verification letter, confirm your role or ask an Administrator to download the letter for you.
Common troubleshooting
I clicked Request Bank Verification Letter, but nothing downloaded.
- Check your browser’s Downloads folder and pop-up blocker. Allow downloads for relayfi.com and try again.
- Refresh the page and retry the download.
- If the issue persists, contact our Customer Experience Team with a screenshot and the browser/OS you’re using.
Information in the PDF is wrong or incomplete.
- Confirm your business name and address in your Relay account settings.
- If core account details (account number, routing number, or account opening date) are incorrect, contact our Customer Experience Team for account support.
I don’t have a desktop available.
Bank verification letters can only be downloaded on desktop. Ask an Administrator to generate the letter or contact our Customer Experience Team for assistance.
The vendor needs a signed, physical copy.
The Relay letter includes a banker’s signature. If the vendor requires a wet (physical) signature, download the PDF and print it. For additional signatures, stamps, or notarization, contact our Customer Experience Team for guidance.
Frequently Asked Questions
What is a bank verification letter used for?
It verifies your Relay account details for payroll, vendors, payment processors, or any third party that needs bank confirmation. It’s accepted in place of a voided check or direct deposit form in most situations.
Can I download the bank verification letter from the Relay mobile app?
No. Bank verification letters can only be downloaded from the Relay desktop experience.
How long is the information on the letter valid?
Validity depends on the third party requesting verification. The letter includes the download date; many vendors accept letters issued within a few weeks to a few months. Confirm the acceptable timeframe with the requesting party.
Can I edit the bank verification letter?
No — the PDF is generated by Relay to ensure it remains an official, unaltered verification document. If the letter lacks required information, contact our Customer Experience Team for assistance.
Who should I contact if the vendor needs additional verification?
Reach out to our Customer Experience and include the vendor’s specific requirements so Customer Experience can advise or provide an amended document if possible.