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Knowledge base
How Max Works
How Max Works
2
How does Max work?
Max Glossary of Terms
Supported banks
2
Which checking accounts does Max support?
Which online savings accounts does Max support?
Interest rates / account limits
4
What are the current interest rates offered from each bank?
How does Max keep funds within the FDIC insurance limit at each bank?
Is there a minimum deposit required? What about maximum deposits allowed?
Does Max Support Certificates of Deposit (CDs)?
Other account types
5
Does Max support trust accounts?
Does Max support business accounts?
Does Max support IRA (Retirement) accounts?
Can I designate a beneficiary?
Comenity Direct Support
Getting Started
Joining Max
3
How can I join Max?
What is the Max Setup Guide and where can it be found?
May I open multiple Max accounts?
Checking accounts
7
How do I link checking accounts?
Which checking account should I link to Max?
Why am I having trouble linking my checking account to Max?
Can I tell Max how much to keep in my checking account?
How do I change my target checking balance?
See all 7 articles
Savings accounts
13
Opening and linking savings accounts
Can I link my existing online savings accounts to Max?
How do I link my existing savings accounts to my checking account?
Will my credit score be affected by opening new savings accounts through Max?
Savings account linking issues
See all 13 articles
Max Common Application
4
How does the Max Common Application work?
What happens after I submit the Max Common Application?
Can I re-use the Max Common Application?
Why has my application been declined?
Max Checking
Max Checking
11
What is Max Checking?
Why have we added Max Checking?
Who is Max Checking for?
How does one sign up for Max Checking?
How do I fund my Max Checking account?
See all 11 articles
Max Features
Optimizations
10
What happens during an optimization?
How frequently will Max optimize my accounts?
How long do optimizations take?
On what day of the month will my funds be optimized?
How do I initiate an additional optimization?
See all 10 articles
Intelligent Funds Transfers
8
What are Intelligent Funds Transfers?
How do I transfer funds between savings and checking?
What is the maximum amount I can transfer each day?
How long do funds transfers take?
What if I need funds sooner?
See all 8 articles
Consolidated Tax Reporting
1
What is Consolidated Tax Reporting?
Custom Settings
0
FDIC Coverage
Balances and limits
6
What are the FDIC insurance limits?
How can I change my FDIC insurance settings?
How does Max help keep funds FDIC insured?
How can I maximize FDIC insurance coverage?
Are there maximum balance limits / how much I can deposit at each bank?
See all 6 articles
Privacy & Security
Passwords
4
What if I’ve forgotten my Max password?
How can I change my Max password?
How can I change or reset my password for my savings account? What happens if I am locked out?
If I change the password for any of my bank accounts, do I need to update my Max account as well?
Security
4
How secure is Max? How does Max protect my privacy?
How safe is my money and my data?
Multi Factor Authentication
What should I do if I travel internationally?
Membership Agreement
2
Is Max independent? Is Max beholden to special interests?
What am I agreeing to in the Max Client Account Agreement?
Granting access to your Financial Advisor
1
Can I choose to share my Max account with my financial advisor?
My Max Account
Billing
2
How much does Max cost / how will I be billed?
How can I invite family, friends and colleagues to join Max? Is there a referral program?
Account balances
1
What is the difference between Total Balance and Available Balance?
Mobile access
1
Is there a Max app for iOS or Android?
Closing your account
3
How can I cancel my Max membership?
Will I owe any additional membership fees upon cancellation?
What to do in the unfortunate event of the passing of a Max member
Interest
1
How can I view the interest I am earning?
Video Tutorials
How Max Works
1
How Max Works: A Video Tutorial
How to Change Your Target Checking Account Balance
0
Solutions for Financial Advisors
Max Advisor Dashboard
0
Custom co-branding
0
Client onboarding tools
0
Client invitation feature
0
Information for Financial Advisors
Information for Financial Advisors
5
Support for Reporting, CRM & Financial Planning Software
Solutions for Financial Advisors
How to Help Your Clients Get Started with Max
Max Onboarding Concierge
Video Tutorial: Max Advisor Dashboard
Contact
How to Contact Max
1
How to contact Max
Media Inquiries
1
Contacting Max Media Relations
How to Contact the Banks
1
How do I get in contact with banks supported on the Max platform?