Settings

Your Relay, and how Your Credit Union has set it up.

Your tools

SproutSave, learn, grow
Help them save, learn, and gradually build financial independence.
SidecarSupport without surrendering control
Get or give help without unnecessarily giving up financial privacy or control.
AllSetEverything important. Organized and ready.
Keep important documents, dates, and instructions organized and available when needed.

Only the tools Your Credit Union licenses appear here. Anything not licensed is removed everywhere — you’ll never see a reference to it.

Connected experience

MyRelay can use eligible information from your financial institution to help organize your Relay and surface relevant reminders.

Use connected financial products
Show the accounts and loans your institution already knows about in your Financial Map.
Use transaction activity for helpful prompts
Look for activity that may mean something in your Relay needs updating.
Connect institution information to AllSet
Use connected products to start categories like Home, Vehicle and Retirement.

Personalized product offers

Allow personalized offers
Allow your institution to use information you add to MyRelay to personalize relevant financial offers.

Kept separate from the settings above. Turning those on never turns this on.

This deployment

PlatformMyRelay

InstitutionYour Credit Union

Sign-inSingle sign-on from digital banking

Banking dataRetrieved through the institution's integration layer

Document storageInstitution-controlled storage

Extraction serviceInstitution-approved provider

Signal engineRuns on normalized provider transaction data

AuthorizationDefault policy engine (replace with partner entitlements)

Data storeIn-memory demo store — no database connection is opened.

Licensing

Review this organization's production and test activations, software assurance and active deployments. Licensing validates software entitlement only — never member data.

Guided tours

Replay the credit union or partner walkthrough of this demo.

Provider portal

Partner configuration: branding, logo, licensed modules and live institution connections.

Demo

Reset the demo to start setup over from the beginning.

Designed for provider-controlled security and infrastructure.