To request deposits and withdrawals to an external account, you can link your existing bank accounts via Plaid.
How to link an external account:
- Log in to the Max Dashboard.
- Navigate to “Checking” and click “View / Link External Accounts.”
- Use Option 2 to “Link Funding Institution.”
- 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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