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What happens during an optimization?
How frequently will Max optimize my accounts?
How long do optimizations take?
On what day of the month will my funds be optimized?
How do I initiate an additional optimization?
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Intelligent Funds Transfers
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
What is Consolidated Tax Reporting?