Member Services

How Max Works 2

• How does Max work?
• Max Glossary of Terms

Supported banks 2

• Which checking / brokerage 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 4

• Does Max support trust accounts?
• Does Max support business accounts?
• Does Max support IRA (Retirement) accounts?
• Can I designate a beneficiary?

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 / brokerage 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 12

• 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 12 articles

Max Common Application 3

• How does the Max Common Application work?
• What happens after I submit the Max Common Application?
• Can I re-use the Max Common Application?

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

Optimizations 11

• How frequently will Max optimize my accounts?
• What happens during an optimization?
• How long do optimizations take?
• On what day of the month will my funds be optimized?
• How can I change the day of the month on which my funds are optimized?

See all 11 articles

Intelligent Funds Transfers 7

• 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 7 articles

Consolidated Tax Reporting 1

• What is Consolidated Tax Reporting?

Custom Settings 0

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

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 3

• How secure is Max? How does Max protect my privacy?
• How safe is my money and my data?
• Multi Factor Authentication

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?

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

How Max Works 1

• How Max Works: A Video Tutorial

Max Advisor Dashboard 0

Custom co-branding 0

Client onboarding tools 0

Client invitation feature 0

Information for Financial Advisors 5

• How Max Works with Reporting, CRM and Other Platforms
• Solutions for Financial Advisors
• How to Help Your Clients Get Started with Max
• Max Onboarding Concierge
• Video Tutorial: Max Advisor Dashboard

How to Contact Max 1

• How to contact Max

Media Inquiries 1

• Contacting Max Media Relations

Account connectivity 0

Balances 0

Optimizations 0