YProvided by Your Credit Union
MyRelay
Everything important. Organized and ready.

AllSet

74%
ready
74% AllSet

Add a healthcare directive and two vehicle records to reach 90%.

Estate & legacy planning
A simple guided walkthrough — who it’s for, what it covers, who decides.Your Credit Union’s services can help you finish it.

Where this information comes from

Connected

Supplied through Your Credit Union's approved APIs.

Added by you

Relationships and details you enter yourself. No credentials needed.

Documents

Details read from documents you upload, using an approved extraction service.

Smart updates

6 suggestions
  • Looks like your homeowners insurance may have renewed.
    STATE FARM · $2,184 · Home
  • Did you recently renew a vehicle registration?
    STATE DMV — VEHICLE SVCS · $168.5 · Vehicle
  • Have paperwork from this visit you'd like to keep?
    RIVERBEND VETERINARY · $212.4 · Pets
  • Have a new legal document you'd like to add?
    HOLLAND & PIERCE LLP · $450 · Legal
  • Want to save the invoice or warranty from this work?
    NORTHSIDE ROOFING CO · $3,840 · Home
  • Have paperwork from this visit you'd like to keep in Health?
    CEDAR FAMILY MEDICAL · $95 · Health

Suggestions only, based on activity your institution already sees. Recurring everyday payments never create prompts, and nothing about a visit or its purpose is inferred.

Knowing the kids in my life will be financially secure

Little Sprouts 🌱

Do you have any Little Sprouts you’d like to contribute to?

Tell us who — we’ll take care of the rest.

A Sprout QR lets a parent or guardian invite family to contribute without sharing account numbers. Guardian permissions and account ownership stay exactly as they are.

Invite someone to help

Anyone you invite can help without banking here. They see only what you allow, and you can change or remove access anytime.

Invited helpers verify with the same email or number the invitation was sent to, then see a simple helper view — never your full banking portal. Preview the helper view.

Subscriptions & recurring payments

Detected from transaction activity

These look like repeating charges based on how often and how much they occur. MyRelay only organizes them — it never cancels, changes or shares anything.

Coming up

  • Homeowners Insurance
    Renews in 32 days
  • Boomer — Vaccination
    Due in 51 days
  • Passport
    Expires in 7 months
  • Will
    Review recommended this year

Categories

Connected financial accounts

Connected information — kept in sync, nothing to upload

    These records come from your institution through its account API. They are referenced, not duplicated — current details are retrieved when needed.

    Uploaded documents

    Stored in your institution’s storage
    • Homeowners Insurance Policy
      Insurance · PDF · Renews Oct 4, 2026
    • Last Will and Testament
      Legal · PDF · Signed 2021
    • Passport — Angela
      Family · Expires Apr 2027
    • Boomer — Vet Records
      Pets · Vaccination due Oct 23

    Assisted extraction

    When a document is added, key details and dates can be read automatically and turned into reminders — using the extraction service your institution approves.

    Demonstration records only — no sensitive documents are stored in this prototype. Designed for provider-controlled security and infrastructure.