You may change your target checking balance at any time. It is recommended that you keep your target checking balance higher than your typical monthly cash needs or minimum balance requirement, since Max’s quarterly membership fee will be deducted from your checking account.

 

To change your target checking account balance:

1. Click on the gear icon to the upper-right of your checking account balance on your Max Dashboard

2. Type in your desired target balance

3. Click to save your new settings

 

Your new target balance will be taken into account upon your next Max optimization.



Click below for an instructional video:

Changing Your Target Checking Account Balance from MaxMyInterest on Vimeo.