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  1. Relay Financial
  2. Account Setup
  3. Customize Your Account

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
  • How to connect to an external bank using micro-deposits
  • How Relay's Savings Accounts Work
  • How to Create a Savings Account
  • How Can I Add a DBA to my Account?
  • Adding and Editing Checking Accounts
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