Please Note: The Instant Transfer feature is currently in beta and may not be available to all users. Stay tuned for full release details.
If you have created an auto-transfer rule and would like to edit or delete the rule, please follow the instructions outlined below.
How to edit auto-transfer rules
On the web
Sign in to your Relay account.
On your Home page, click Move money at the top-right corner of your screen.
Click Auto-transfer rules.
Any auto-transfer rules you have already created will be listed under Your auto-transfer rules.
Click the three vertical dots on the right-hand side of the rule you wish to edit, then click Edit auto-transfer rule. If you wish to permanently delete the rule, click Delete auto-transfer rule; if you wish to temporarily deactivate the rule, click on the toggle next to 'active'.
If editing, make the desired changes to your auto-transfer rule, then click Edit auto-transfer rule at the bottom-right corner of your screen.
Review your changes, then click Confirm auto-transfer rule. Your changes will be saved immediately.
On the mobile app
Sign in to the Relay app on your mobile device.
On your Home page, tap Move money at the top of your screen.
Select Auto-transfer rules.
Any auto-transfer rules you have already created will be listed under your Auto-transfer rules.
Tap the three vertical dots on the right-hand side of the rule you wish to edit, then click Edit auto-transfer rule. If you wish to temporarily deactivate the rule, select the Deactivate automation toggle; if you wish to permanently delete the rule, tap Delete auto-transfer rule.
If editing, make the desired changes to your auto-transfer rule, then tap Next at the bottom of your screen.
Review your changes, then tap Save auto-transfer rule. Your changes will be saved immediately.
Switching to Instant frequency (Beta Feature)
If you change a rule’s frequency to Instant, it will begin evaluating each transaction as it occurs. The rule will trigger the next time a transaction causes the account balance to exceed your set maximum.
Please Note: Updating the frequency alone will not trigger the rule immediately — a transaction must occur for the rule to activate.
Permissions
Only team members with Administrator permissions, or advisors with Super Administrator permissions, can create and/or edit auto-transfer rules.
Does switching to Instant make the rule run right away?
Not immediately. The rule will trigger when a new transaction meets the conditions of the rule—such as a deposit that pushes the account above the max balance.
Are there any limitations with Instant Auto-Transfers?
Yes. A few key things to keep in mind:
An account can't be both the source and destination in an Instant rule.
You can't set up multiple Instant rules from the same source account.
Savings accounts cannot be used as the source in any auto-transfer rule.
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