How Can I Upgrade to Relay Pro as a Business Owner?

With this article, you will learn how to upgrade your Relay account from Standard to Pro as a business owner. 

Sections in this article:

• Upgrading to Relay Pro

• How to Upgrade to Relay Pro Using an Advisor Invitation

• Frequently Asked Questions (FAQs)

• Things to Know

Upgrading to Relay Pro

1. Once logged in, navigate to the Settings tab, then Billing and Plans, and Upgrade.

      2. You will then select who you want to be billed for the subscription, and click Done.

3. After scrolling down, under the payment method, select the Relay checking account you want to use to pay for the subscription and click Checkout.

How to Upgrade to Relay Pro Using an Advisor Invitation

1. When an advisor invites you to join Relay Pro, you’ll receive an email with the invitation. At the bottom of the email, click Learn More.

2. Once logged in, you will be taken to the Billing and Plans tab of your Relay account. Click Upgrade on the right-hand side.

3. After scrolling down, under the payment method, select the Relay checking account you want to use to pay for the subscription and click Checkout.

Frequently Asked Questions (FAQs)

• What if I have multiple businesses registered with Relay? Relay Pro is charged per business. If you have more than one business, you’ll need to sign up for Relay Pro under each business.

Things to Know

• During the 14 day free trial period, you will have 25 free same-day ACH payments as opposed to 50.

• The checking account in which you choose to pay for Relay Pro must have a minimum of $30 in the account.