Member Services

How Max Works 3

• How does Max work?
• How does Max perform compared to other cash options?
• Max Glossary of Terms

Supported banks 2

• Which online savings accounts does Max support?
• Which checking accounts does Max support?

Interest rates / account limits 4

• What are the current interest rates offered from each bank?
• How does Max help you 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?
• Can I designate a beneficiary?
• Does Max support business accounts?
• Does Max support IRA (Retirement) accounts?

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?
• How does the Target Balance work?
• How do I change my target checking balance?

View all 7

Savings accounts 16

• 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

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Max Common Application 3

• How does the Max Common Application work?
• What happens after I submit the Max Common Application?
• Why has my application been declined?

Max Checking 13

• What is Max Checking?
• Why have we added Max Checking?
• Who is Max Checking for?
• How can I sign up for Max Checking?
• How do I add funds to my Max Checking account?

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Optimizations 10

• What happens during an optimization?
• How frequently can I optimize my accounts?
• How long do optimizations take?
• On what day of the month will my optimization occur?
• How do I initiate an additional optimization?

View all 10

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?

View all 8

Consolidated Tax Reporting 1

• What is Consolidated Tax Reporting?

Other 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?

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Passwords 3

• 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?

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?

Interest 1

• How can I view the interest I am earning?

Mobile access 1

• Is there a Max app for iOS or Android?

Change of address 1

• What should I do if I move or change my address?

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

Max Advisor Dashboard 0

Custom co-branding 0

Client onboarding tools 0

Client invitation feature 0

Information for Financial Advisors 6

• Support for Reporting, CRM & Financial Planning Software
• Solutions for Financial Advisors
• How to Help Your Clients Get Started with Max
• Max Onboarding Concierge
• How To Fund a Client’s Max Account

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How to Contact Max 1

• How to contact Max

Media Inquiries 0

How to Contact the Banks 1

• How do I get in contact with banks supported on the Max platform?