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How to Update Your Business Entity Type on Relay

If your business structure has changed since you opened your Relay Account — or if the wrong entity type was selected during your application — our Customer Experience team may be able to update it for you.

Which entity types can be updated?

We can support changes between the following entity types:

  • LLCs

  • Corporations

  • Partnerships

For example, if your business converted from an LLC to a Corporation, we can update your account to reflect that.

What you'll need to send us

To update your entity type, contact our Customer Experience team and have the following ready:

  • Updated Secretary of State evidence, such as a Certificate of Conversion or a similar filing

  • Updated formation documents, such as your charter or Articles of Incorporation/Organization

  • An updated EIN or W-9, if your tax identification changed

Sending everything at once helps us review your request faster.

Which changes can't be made?

Relay is unable to switch an account to or from a Sole Proprietorship.

Sole proprietorships answer a different set of application questions than LLCs, corporations, and other entity types, so the account can't be converted after approval. If your business has changed to or from a sole proprietorship, you'll need to open a new Relay Account with the correct entity type.

Some other entity type combinations also can't be supported. If you're not sure whether your change is possible, reach out to our Customer Experience team and we'll confirm before you gather documents.

How do I start the request?

Contact our Customer Experience team with your updated documentation attached. We'll review it and let you know if anything else is needed.

Talk to our Customer Experience team

If this article did not fully answer your question, our Customer Experience team is here to help.

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Relay is a financial technology company and is not an FDIC-insured bank. Banking services provided by Thread Bank, Member FDIC.