You can rename any external bank account you've linked to your Relay account from the Accounts tab on desktop, so each connected account is easy to identify at a glance.
What you need before you start
Desktop access to your Relay account (this feature isn't available in the Relay mobile app)
An external bank account already connected to your Relay account
Your Relay sign-in credentials
If you haven't connected the external account yet, see Connecting a bank account first.
How do I edit the nickname of a linked bank account?
Five steps on desktop rename the linked account so it's easier to identify.
Sign in to your Relay account on desktop.
Go to the Accounts tab, then select External accounts from the drop-down menu.
Find the linked account you want to rename, then click the three vertical dots on the far-right side of the row.
Click Edit Nickname.
Enter your preferred nickname, then click Save.
The new nickname appears immediately in your external accounts list and anywhere the account is referenced across Relay.
Why don't I see the option to edit the nickname?
The most common reason is that the connection to the external bank account isn't fully complete yet.
External bank connections go through a short verification step after you first link the account. Until that finishes, the account row won't show the three-dot menu, so the Edit Nickname option won't appear. Wait for the connection to finish verifying, then reload the External accounts view and try again.
Can I edit the nickname from the Relay mobile app?
No. Editing the nickname of a linked external bank account is a desktop-only feature at this time.
If you're on mobile, sign in to your Relay account in a desktop browser to make the change. The updated nickname will sync back to the Relay mobile app.
How do I remove a linked external account?
If you want to disconnect an external bank account instead of renaming it, use the same three-dot menu on the account's row and choose the removal option.
Full instructions are in Removing an external bank account.
Common issues and fixes
The Edit Nickname option is missing. The external account is still verifying. Wait for the connection to complete, then reload the External accounts view.
The new nickname doesn't save. Refresh the page and try again. Nicknames are limited to standard letters, numbers, and common punctuation.
I can't find the account I linked. Confirm you're on the External accounts view under the Accounts tab. Internal Relay checking and savings account nicknames are edited from a different flow.
Related articles
Talk to our Customer Experience team
If this article did not fully answer your question, our Customer Experience team is here to help.