Relay's Partner Program pays accountants and bookkeepers monthly for referring and onboarding clients, with rewards structured by advisor tier and deposited to your firm's Relay checking account.
Who qualifies for Partner Program financial rewards?
Accountants and bookkeepers enrolled in the Relay Partner Program qualify for financial rewards, with payout structure tied to advisor tier.
Silver, Gold, and Platinum tier advisors enrolled in the Partner Program
Firms with at least one Relay checking account set up (rewards deposit there)
Referrals and client onboardings completed on or after February 1, 2024
Referrals completed before February 1, 2024 do not qualify for payouts under the enhanced program.
How do reward payouts work?
Rewards are calculated monthly based on your tier, then deposited into the first checking account your firm created on Relay by the end of the following month.
You refer or onboard clients to Relay under your firm
Relay tracks eligible activity and calculates rewards each month based on your tier
Payouts land in the first checking account your firm created on Relay
Deposits arrive by the end of the month following the month rewards were earned
Your Account Manager provides a monthly breakdown of rewards by category
Payouts cannot be sent to external bank accounts.
What changed with the enhanced Partner Program?
The enhanced Partner Program, announced on February 6, 2024, expanded rewards beyond interchange revenue sharing and added new perks for higher-tier advisors.
Previously, the only monetary reward was a share of interchange revenue
Gold and Platinum tier advisors now also receive a share of the revenue Relay earns on their clients' deposits, resulting in higher overall payouts
Silver tier advisors no longer receive monthly revenue sharing under the enhanced program
The program added the Advisor Directory listing and ambassador sponsorship opportunities as non-cash rewards
Can I pass referral bonuses to my clients?
Yes, you can distribute referral bonuses to your clients manually, but there is no automated mechanism in Relay to do this at the moment.
If you want to share a portion of your rewards with a client who referred them, you handle the transfer yourself from your firm's Relay checking account. Your Account Manager can walk you through the monthly reward breakdown so you know what to distribute.
How does the Relay Pro discount work?
Your Account Manager can arrange Relay Pro access for your firm as part of your Partner Program benefits and unlock discounts on client subscriptions based on your tier level.
Discount percentages vary by tier; your Account Manager confirms the current rate for your tier
New discount percentages apply to all active client subscriptions starting February 1, 2024
Your firm's Relay Pro access is arranged through your Account Manager, not self-serve
What's included and what's not included
Included:
Monthly cash reward payouts based on your tier
Revenue share on client deposits for Gold and Platinum tiers
Advisor Directory listing eligibility based on tier
Ambassador sponsorship opportunities for eligible partners
Relay Pro access for your firm as a Partner Program benefit, arranged through your Account Manager
Client subscription discounts based on your tier
Not included:
Automated distribution of referral bonuses to clients
Payouts to external (non-Relay) bank accounts
Rewards on referrals completed before February 1, 2024
Monthly revenue share for Silver tier advisors
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