Link & Manage External Accounts

Modified on Wed, May 28 at 12:41 PM

To request deposits and withdrawals to an external account, you can link your existing bank accounts via Plaid.


How to link an external account:

  1. Log in to the Max Dashboard.
  2. Navigate to “Checking” and click “View / Link External Accounts.”
  3. Use Option 2 to “Link Funding Institution.”
  4. Follow the prompts to link your account via Plaid.


What if I can’t link my account via Plaid?


If your account cannot be linked via Plaid, you may need to connect your accounts manually instead. For detailed instructions, please refer to our guide: What if I can’t link my account via Plaid?

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