Member Services

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?

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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?

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Consolidated Tax Reporting 1

• What is Consolidated Tax Reporting?