Max provides a 3-day advance notice prior to each optimization calculation and also notifies you as soon as each optimization commences. Before your optimization begins, you can change any system settings, including your optimization schedule: How can I change my optimization schedule?
If your optimization or other requested funds transfers have already begun and you realize you need to cancel a transfer, you may be able to do so if your bank has not yet begun the process of transferring funds.
You can view a diagram illustrating all of your transfers by visiting your Optimization History page, accessible by clicking the word "Optimizations" atop your Max Dashboard. If you identify an individual transfer that you wish to cancel, you may log in to your online savings accounts directly and view your pending transfers. If your bank has not yet initiated the transfer, you may be able to click to cancel your requested transfer before it begins.
For transfers involving your accounts at Quontic Bank, Veritex Bank, and Customers Bank, Max Member Services may be able to request cancellation of your transfers if you notify us promptly. If you would like to cancel a transfer involving one of these banks, please email member.services@maxmyinterest.com to inquire if canceling your in-process transfer is possible.
To cancel transfers related to your Fieldpoint Private account, please contact their Customer Support services directly at 1-203-413-9300.
Transfers involving your accounts at UFB Direct, BrioDirect powered by Webster Bank, and BankProv cannot be canceled.
If the transfers have already begun and you have an urgent need for funds, you can contact your online banks and request a same-day wire transfer. Click here for more information about wire transfers and contact information for each bank.
Max Checking is powered by Customers Bank, Member FDIC #34444.