Advisors can invite a client to open a Relay Account through the Partner Portal by completing the application themselves or emailing the client to finish it.
What you need before you start
A Relay Partner Portal login
Desktop access, because the Add Client flow is desktop-only
Your client's business information (legal name, EIN, industry, business address)
Contact information for every beneficial owner, so Relay can email each of them for identity verification
Your client's email address, if you want them to complete the application themselves
How do I invite a client through the Partner Portal?
Follow these eight steps to send a new client invite from your Partner Portal dashboard:
Sign in to your Relay account on desktop and open the Partner Portal.
Click Add Client in the upper right of your dashboard.
Choose who will complete the application: select The advisor (me) to fill it out on the client's behalf, or The client to email an invite for them to complete it.
Enter the business owner's details in every required field. For a nonprofit or holding company, use the decision-maker's information (CEO, president, or equivalent).
Enter the client's business information, including legal name, EIN, industry, and business address.
Add each beneficial owner's details if the business has more than one.
Submit the application from the Partner Portal.
Relay emails each beneficial owner to verify their identity, set a password, and turn on two-factor authentication.
What happens if I chose "The client" in step three?
Relay emails an invitation link to the address you entered, and the client uses that link to complete the application, verify their identity, and set up two-factor authentication. The client appears in your Partner Portal dashboard once they finish.
How long is a client invite link valid?
Client invitation links are valid for four weeks from the date you send them. If a client hasn't responded in that window, resend or cancel the invite from your dashboard.
How do I resend or cancel a client invite?
Open your Partner Portal client dashboard, find the client's row, and use the resend or cancel option beside their email address. Cancelling removes the pending client from your dashboard and invalidates the original link, and you can re-invite the same email address later.
What permissions do I have on my client's account?
Advisors receive Administrator permissions on every client account by default. The business owner can change your permission level once their account is active.
How do I switch between client accounts?
On desktop, click the three vertical dots in the bottom-left corner and choose Switch Client. On the Relay mobile app, tap Settings, then Switch business.
Common issues
My client didn't receive the email. Ask them to check spam and promotions folders. If nothing appears, cancel the pending invite from your dashboard and resend it.
The invite link expired. Links expire four weeks after sending. Resend from the Partner Portal to generate a new link.
My client has more than one beneficial owner. Enter every beneficial owner's details during the application. Relay emails each of them individually for identity verification.
My client's business is a nonprofit or holding company. Use the CEO's, president's, or lead decision-maker's information in the business owner section.
I can't find the Add Client button on mobile. The Partner Portal add-client flow is desktop-only. Sign in from a computer to send a new invite.
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