Upgrading to the Grow Plan or Scale Plan takes about 2 minutes from the desktop Billing and Plans page.
What you need before you start
Desktop access to Relay (plan upgrades are not supported on the Relay mobile app)
Owner-level permissions on the Relay account you're upgrading
A Relay checking account with at least $30 available to cover the first monthly subscription fee
How do I upgrade to the Grow Plan or Scale Plan?
Sign in on desktop, open Billing and Plans, and choose Upgrade next to the plan you want. The full path takes five steps:
Sign in to your Relay account at app.relayfi.com from a desktop browser.
Open the Settings menu and select Billing and Plans.
Click Change Plan.
Click Upgrade next to Grow Plan or Scale Plan.
Select the Relay checking account you want subscription payments drawn from, review the total, and confirm the upgrade.
The new plan takes effect immediately, and your first payment is drawn from the account you selected in step 5.
How do accountants and bookkeepers upgrade a client's plan?
Accountants and bookkeepers can send an invitation email that lets the client complete the upgrade themselves. The client clicks Accept your Invite in the email, signs in, and follows steps 3-5 above.
For the full firm-side workflow, see Upgrading a client's account to the Grow or Scale Plan.
What if I run more than one Relay business?
The Grow Plan and Scale Plan are billed per business. Each business you manage on Relay needs its own paid subscription; upgrading one business does not upgrade the others. If you manage multiple businesses under the same login, repeat the upgrade steps for each business you want on a paid plan.
Can I upgrade my plan from the Relay mobile app?
No. Plan upgrades are only available from a desktop browser. If you're on your phone, open Relay from a laptop or desktop and use the steps above.
Which plan should I pick?
The Grow Plan adds more accounts, more team seats, and workflows like Bill Pay approvals; the Scale Plan adds higher limits and more advanced controls on top. For the full breakdown of what's included in each tier, see Overview of Relay Subscription Plans.
Common issues
Upgrade button is greyed out: Only account owners can change the plan. If you're a team member or advisor, ask the owner to complete the upgrade.
Payment account is not showing at checkout: The Relay checking account you select needs at least $30 available. Move money in, reload the page, and try again.
Upgrade option is missing on mobile: Plan changes are desktop-only. Switch to a browser on a laptop or desktop.
First payment failed: Confirm the selected checking account has at least $30 available, then retry from Billing and Plans.
Multiple businesses only partly upgraded: Each business is billed separately. Repeat the steps for every business you want on the Grow Plan or Scale Plan.
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.