Member Services

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?