Editing checking or savings account nicknames

This article will walk through how to edit the nicknames of your Relay checking or savings accounts.

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. For instructions on how to add new accounts, please see here for checking accounts, and here for savings accounts.

How to edit your checking or savings account nickname (Web) 

1. Sign in to your Relay account.
2. Navigate to the Accounts tab. 
3. Click on the checking or savings 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 your checking or savings account nickname (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 or savings 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.

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 checking or savings 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.