If you are either pre-funding your Relay Balance or have been extended a line of Credit by Relay, then you are required to have at least one funding source.
Relay give you the option to add two types of funding sources:
US Bank Account - ACH Deposits can be made at no additional fee. ACH deposits may take up to three business days to settle and be made available for use.
Credit or Debit Card - Card deposits have an additional 3.25% Fee associated with them. Card deposits are applied immediately
NOTE: If you are enabled for Cash Codes, Digital Cards, or Relay Expense Cards, your account will not be eligible to fund via Credit Card.
Logging into your Relay Portal through the Relay Mobile App
If you are a portal admin user who is also listed as a driver within your Relay portal, You can access your Relay Admin Portal directly from your Relay Mobile App.
Sign into your Relay App
Click on Three Dash Icon on the Top Right
Click on Go To My Admin Portal
This will open a Web Browser and log you directly into your Admin Portal.
Adding or Managing your Funding Source(s)
Sign into your Relay Portal and Navigate to the Funding Source Page
Click the three dash icon on top right of screen
Click Settings on the navigation bar.
Then click on the Account Funding sub-page. NOTE: you must Click X on the top right of the screen to close the menu bar.
Adding a Funding Source
Click on Add bank account or Add credit card.
NOTE: If you would like to fund via ACH Push, click Set up bank transfer to view Relay’s banking information.
Follow the prompts to add the card or bank account to your Relay portal.
Adding a Credit Card
When adding a credit card to Relay, you can:
Click Add Credit Card
Type in the Credit Card Details and click Add Card
Adding a Bank Account
When adding a bank account to Relay you have two options:
Plaid - a third party software offering instant verification that will directly connect your bank account to Relay without needing to manually confirm micro withdrawals
Direct ACH connection - Connect your bank account through routing and account numbers. You'll need to then confirm the amount of your Micro Withdrawals to verify your account.
To learn how to verify your bank account, click here.
To load funds onto your account, go to the Transactions tab and click Add Funds.
Removing a Funding Source
NOTE: If only one funding source is linked, another must be added before the original funding source can be removed.
Go to Account Settings > Account Funding.
Click on the three dots next to the funding source you would like to remove.
Click “Remove.”