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Privacy & Security
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?
How secure is Max? How does Max protect my privacy?
How safe is my money and my data?
Multi Factor Authentication
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
Can I choose to share my Max account with my financial advisor?
Help Desk Software