In most cases, the process of linking your bank accounts to Max will proceed smoothly. If you’re having difficulty linking your checking account, listed below are the most common reasons why linking issues may occur:
1. Most linking issues result from passwords being entered incorrectly. Not to worry -- it's difficult to fly blind! Fortunately, Max has a solution: above every password box on the Max website you'll find the word "Show" in orange letters. Clicking “Show” removes the field masking so that you can see what you are typing.
2. If your login/password combination still does not work, we recommend visiting your bank's website to ensure that you can login. Occasionally bank servers can be down for maintenance, and if you can't login on your bank's website, you likely won't be able to link your account to Max until your bank's computer servers are back up and running.
3. Occasionally, members try to link a savings account or a business checking account to Max. Max is currently only compatible with individual or joint checking accounts. If you wish to optimize cash for your business, non-profit, or complex trust, visit MaxForBusiness.com where you’ll find information on our partner solution that delivers high yield for business accounts, with up to $200 million of FDIC insurance coverage per entity.
4. If you are a Bank of America customer and have SafePass enabled, if you are a Wells Fargo customer and have Enhanced Sign-On enabled, or you are a Fidelity customer and have Fidelity Validation and ID Protection (VIP) enabled, those accounts cannot be linked directly to Max. However, you may still use Max by enrolling for Max Checking. You can then link your existing checking, savings, and brokerage accounts to your Max Checking account and fund your Max account by ACH or wire transfer so you can start earning more no matter where you bank or invest.
If you are still encountering difficulty linking one of your accounts, please reach out to firstname.lastname@example.org and we would be pleased to be of further assistance.