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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?