How to Connect to Your Financial Advisor

You can choose to share read-only access to your Max profile with your financial advisor. Your advisor will then be able to see up-to-date balance information for each of your linked accounts and incorporate your Max balances into your financial plan. Your advisor will not be able to link new accounts, transfer funds, or take any other action on your behalf.

New Members:

During enrollment, you will have the option to add your financial advisor and agree to sharing read-only data. If you are signing up using an invitation from your advisor, these fields will be pre-populated for you. 

Existing Members:

Once your profile is established, you can add or revoke access to your advisor via your Max profile settings.

1. Log into your Max Dashboard and navigate to your “Profile” settings.
2. Scroll down to the bottom of the page and enter your Financial Advisor’s name and email address.
3. Click the checkbox to agree to the Information Sharing agreement (or uncheck the box to revoke access).
4. Click “Save My Edits” to update your profile.

Revoking Access:

If you want to remove your financial advisor's access to your profile, you can do so at any time by unchecking the Information Sharing checkbox in your settings. Once access is revoked, your advisor will no longer be able to view your Max profile or any linked accounts.