Removing an external bank account from Relay takes about a minute in the desktop web app and disconnects the ACH link between Relay and the outside account.
What you need before you start
A desktop web browser (this flow is not currently supported in the Relay mobile app)
Owner or admin permissions on your Relay account
No pending transactions moving between Relay and this external account
How do I remove an external bank account?
Follow these four steps in the Relay desktop web app to disconnect a linked external bank account.
Sign in to your Relay account at relayfi.com on a desktop browser.
In the left navigation, click Accounts, then select External accounts from the drop-down menu.
Locate the external account you want to remove, then click the three vertical dots on the far-right side of that row.
Click Remove and confirm. The account is disconnected immediately.
What happens to pending transactions when I remove the account?
Pending transactions running through the external connection may be returned if you remove the account before they settle. Wait for any in-flight transfers to fully settle before disconnecting the external account.
You can review the status of pending transactions from the Transactions tab in Relay.
Can I remove an external account from the Relay mobile app?
No. Removing a linked external account is only available on the Relay desktop web app right now. This action is not currently supported in the mobile app.
If you only have mobile access, sign in to relayfi.com from a desktop browser to complete the removal.
How do I reconnect the external account later?
You can reconnect the same external bank account at any time by following the steps in Connecting a bank account. Reconnecting creates a fresh link and does not restore transactions that were returned when the original connection was removed.
Common issues
The Remove option is greyed out. Check whether the account has pending transactions. Wait for them to settle, then retry.
I do not see the external account in the list. Confirm you are signed in to the correct Relay business and viewing External accounts under the Accounts tab.
The three-dot menu is missing. Your user role may not have permission to manage external accounts. Ask an owner or admin on your Relay account to complete the removal, or update your permissions.
I need to remove the account from the mobile app. This is not available in the mobile app. Complete the removal from a desktop browser at relayfi.com.
A transaction was returned after I removed the account. Reconnect the external account, wait for the return to fully process, then re-initiate the transaction.
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