Relay now has Savings Accounts! Watch this 2-minute video to learn how to pair Savings Accounts with Auto Transfer Rules to help clients save a little bit every day AND earn interest — all without lifting a finger.
This new Relay feature is my favorite yet! Now you can set up auto-transfer rules to automatically transfer money from one account to another (or multiple). I'm using it to sweep money from my income accounts into my operating account on a nightly basis. Watch the video to learn how to set it up.