Get started by visiting and click "Join Max." If you have a financial advisor, tell your advisor about Max and they can pre-fill the application form for you.

Signing up for Max is simple:

  1. Link your existing checking / brokerage account or open a new Max Checking account in 60 seconds

  2. Open one or more high-yield online savings account using the Max Common Application

  3. Start your first optimization

From then on, Max will monitor interest rates for you, automatically reallocating funds among your own bank accounts so that you continue to earn the highest rates, even as rates change. Max also helps you keep all your funds below the FDIC insurance limits at each bank, so you can keep your cash safe.

Download Max's one-page Setup Guide to help walk you through the process step-by-step.