If you wish to share read-only access to your Max account with your financial advisor, you can do so by adding your financial advisor’s name and email address at the bottom of your Profile page. Your advisor will then be able to see up-to-date balance information for each of your linked accounts, but will not be able to link new accounts, transfer funds, or take any other action on your behalf.

For more detailed instructions on how to grant access to your financial advisor, click here.