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Knowledge base
How Max Works
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?
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?
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
View all 16
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
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?
View all 13
Max Features
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
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?
View all 6
Privacy & Security
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?
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?
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
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
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
View all 6
Contact
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?