Step 1: Create your RelayDirect account
You will receive an email when a broker wants to pay you through RelayDirect.
Depending on whether a payment is already scheduled, select either:
Accept payment
Get started
Then:
Enter your email address
Create a password
Enter your carrier information
Review the company information shown on screen
Select Confirm and continue
Your DOT and MC numbers must be accurate. Do not swap the two values! Swapping values will result either in an 'incorrect DOT' error or in the inability to accurately view payments once logged in.
Once accurate information is entered, Relay will locate your account.
Note: If the company payee information shown does not look correct, continue setup anyway. You can update the information later within your portal.
Common setup issues
“User already exists”
This means you already have a Relay account.
Select Forgot password
Reset your password using the email link provided
If you still cannot log in:
Email [email protected]
“Company organization already exists”
This means someone at your company already created a Relay portal.
Email [email protected] to:
Confirm who currently has portal access
Request access to the existing account
"Incorrect DOT number for this payment”
This means the DOT number you entered does not match the DOT number the broker associated with your payment/ organization.
Verify you entered your DOT number and not your MC number
If you still receive this error, email [email protected] to:
Confirm who currently has portal access
Request access to the existing account
Step 2: Set up your payee information
Once logged in:
Navigate to Settings
Select RelayDirect Payee Information
Locate Default Payee Information
Select Update info
Select Add new payee information
Choose who should receive payments:
Carrier
Factoring company
Step 3: Choose how you want to get paid
Carrier ACH payments (U.S. carriers)
If selecting Carrier as the payee:
Enter your ACH banking information
Complete Plaid verification
Canadian carrier payments
Canadian carriers may choose:
Mailed check
ACH to a U.S. bank account
ACH using a Canadian bank’s U.S. intermediary account
Important: RelayDirect does not currently send ACH payments directly to Canadian banking institutions.
Factoring company payments
If you use a factoring company:
Select Factoring company as the payee
Choose your factor from the list provided
Most factoring companies are already available within RelayDirect.
Step 4: Upload supporting documents
To complete payee verification:
Navigate to Settings
Select the Documents tab
Upload your required documentation
Important: Payments cannot be fully verified without supporting documentation.
Step 5: View your payments
To manage payments from brokers:
Navigate to the Receivables tab
Here you can view all payment statuses, including:
Scheduled
Success
On hold
Failed
Reversed
Revoked
You can also:
View payment dates
Review payment details
See available quick pay options
Optional: Add additional users
To invite additional users to your portal:
Navigate to Settings
Select Users
Select Invite user
Enter the user’s information
Assign a role:
Admin
Clerk
Tip: It is recommended to maintain at least two Admin users on your account to avoid inconvenient lock out when an employee leaves the organization or forgets their login information.
Optional: Add remittance recipients
To send payment remittance emails to additional contacts:
Navigate to Settings
Select Notifications
Enable Payment Notifications
Select Manage recipients
Add the recipient email address
Note: Adding a remittance recipient does not provide portal access.
Important notes
Important: If RelayDirect does not have verified payee information on file, scheduled payments may automatically fail or revoke 30 days after the originally scheduled payment date.
If this happens:
Update your payee information
Upload the required documents
Email:
The broker associated with the payment
Request the payment be reissued
Important: If you have a factoring company listed as your payee, you will not be able to update your payee details to Carrier ACH via your carrier pay portal.
To complete this update:
Email:
The factoring company
Request the factor payee be removed, ensure to include your LOR or request it from the factoring company in the email thread