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  1. Relay Financial
  2. Account Setup

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
See all 11 articles
Relay Financial