We are very sorry to hear about your loss.


In case you are not familiar with Max, it is a platform that helps people earn more on cash held in high-yield savings accounts at leading online banks. Max works by conveying your funds transfer instructions to your banks so that they can move your cash to whichever banks offer the highest interest rates each month.


Max is not a bank, and never takes custody of funds. Through Max, members link their existing savings accounts and/or create new savings accounts with online banks. Max does not have authority to make or request changes to savings accounts once they are opened. You will need to contact the online banks directly to request a change in title or to withdraw funds from your loved one’s accounts.


The online banks supported on the Max platform would be happy to help guide you through the next steps through their phone support lines. We appreciate and acknowledge that making these calls is both difficult and time consuming at a most inopportune time. We have listed below the customer support phone numbers of the online banks on the Max platform. Calling these banks directly is the most direct way of receiving the correct information, as these processes vary depending on the type of account (joint vs. individual) and what you would like to do moving forward (change ownership of savings account vs. sending funds to another savings account vs. closing the account). We have included links to relevant bank-specific content where available to account for different situations related to deceased account owners.


Although the required documentation varies depending on the specific banks and other account-specific factors, in most cases, you will need to send these banks a copy of the death certificate, a government issued photo ID of the beneficiary, and a letter of intent that details what you would like to do with the funds and/or the account. Each bank will be able to offer more information on exactly what it is they will require, and how to send this information to them.


UFB Direct

  • Please call UFB Direct phone support at 1-877-472-9200 for more information.


BrioDirect powered by Webster Bank

  • Please call Webster Bank phone support at 1-877-629-5877 for more information.

  • If you are in the NYC metro area, you can visit a Webster Bank branch to hand the necessary documents directly to the bank. If not, you can send the required information to the bank by mail.


Quontic Bank

  • Please call Quontic Customer Care at 1-888-575-8677 for more information.


Customers Bank

  • Please call Customers Bank Customer Service at 1-855-398-8159 for more information.


BankProv

  • Please call BankProv Customer Service at 1-877-487-2977 for more information.


Veritex Bank

  • Please call Veritex Online and Mobile Banking Support at 1-800-230-9421 for more information.


Fieldpoint Private

  • Please call Fieldpoint Private Customer Service at 203-413-9300.


Marcus by Goldman Sachs

  • Marcus outlines the process on their FAQ page in the article titled What happens when an account owner is deceased? located in the section entitled About Savings Accounts from Marcus. Please call Marcus by Goldman Sachs phone support at 1-855-730-7283 for more information.


Barclays

  • Barclays outlines the process in their Death of an Accountholder section of Barclays’ Terms and Conditions. 
  • Please call Barclays phone support at 1-888-710-8756 for more information.


Ally Bank

  • AllyBank outlines the process on their How to Settle an Estate page. 

  • Please call Ally Bank phone support at 1-877-247-2559 for more information.


Once all underlying bank accounts are closed, please reach back out to us and we would be happy to assist in closing the Max membership account.