Relay’s switching guide is here to help you move every dollar, deposit, and payment from your current bank—without letting anything slip through the cracks. Download the checklist for a step-by-step guide that covers everything: from setting up your account 🏦 to switching your deposits, 💰 withdrawals, 💸 and recurring card payments 💳

Bank Switching Checklist PDF - Relay - Blog Header - Copper

Download the checklist to get: 

  • 🗺 A guide to setting up your Relay account for maximum cash flow clarity and control

  • ✅ A full checklist covering how to add money to Relay, switch your deposits, and update your recurring bank withdrawals

  • 💡 Helpful tips to make the switching process stress-free 

About Relay  

Relay is a business banking and money management platform that puts you in complete control of your cash flow. Never worry about surprise account fees, overdraft fees, or minimum balance requirements. Open up to 20 no-fee checking accounts, get automated savings that earn you 1% to 3% APY* (Annual Percentage Yield), get ultra-detailed transaction data, and tons more features built to truly serve the needs of your business.

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