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Knowledge base
How Max Works (4)
How Max Works (3)
How does Max work?
How does Max perform compared to other cash options?
Max Glossary of Terms
Supported banks (3)
Which online savings accounts does Max support?
Which checking accounts does Max support?
If I don't see my bank listed, can I still link it to Max?
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?
View all 4
Other account types (4)
Does Max support trust accounts?
Can I designate a beneficiary?
Does Max support business accounts?
View all 4
Getting Started (4)
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?
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?
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 Features (3)
Optimizations (10)
What happens during an optimization?
How frequently can I optimize my accounts?
How long do optimizations take?
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?
View all 8
Consolidated Tax Reporting (1)
What is Consolidated Tax Reporting?
Max Checking (1)
Max Checking (12)
What is Max Checking?
How can I sign up for Max Checking?
How do I add funds to my Max Checking account?
View all 12
FDIC Coverage (1)
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?
View all 6
Privacy & Security (4)
Passwords (2)
What if I’ve forgotten my Max password?
How can I change my Max password?
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 (6)
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 do I view interest earned?
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)
Will I owe any additional membership fees upon cancellation?
What to do in the unfortunate event of the passing of a Max member
How to cancel my Max membership?
Information for Financial Advisors (1)
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
View all 6
Contact (2)
How to Contact Max (1)
How to contact Max
How to Contact the Banks (1)
How do I get in contact with banks supported on the Max platform?