Member Services

Passwords 4

• 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?
• If I change the password for any of my bank accounts, do I need to update my Max account as well?

Security 3

• How secure is Max? How does Max protect my privacy?
• How safe is my money and my data?
• Multi Factor Authentication

Independence 1

• Is Max independent? Is Max beholden to special interests?

Membership Agreement 1

• 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?