Account Setup

Inviting your Team

• Editing Permission Levels
• Team Member Permissions
• Inviting Team Members and Advisors to Relay
• Removing Team Members and Advisors from Relay

Keeping Your Account Secure

• Insured Cash Sweep Program: FDIC Insurance up to $2.5M via Thread Bank
• Keeping your Relay account secure
• Reset your Password
• What Should I Do If I'm Not Receiving My 2FA/OTP Code?
• Relay FAQ regarding Silicon Valley Bank

Customize Your Account

• How to Edit the Nickname of a Linked External Account
• How to Set-Up Your Customized Switching Checklist
• Batch Create Accounts
• How to Manage your Notification Preferences
• Editing Auto-Transfer Rules
• How to Set Up Auto-transfer Rules

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