Max provides a single dashboard where you can view balances, schedule transfers, track performance, and access tax forms all in one place. You will also receive monthly statements from your banks, either by mail (paper statements) or electronically (e-statements).
Some banks default to sending your monthly statements in the mail, while others will default to offering you paperless statements available through online banking:
| Barclays | Paperless Statements |
| Customers Bank | Paperless Statements |
| Quontic Bank | Paperless Statements |
| UFB Direct, a division of Axos Bank | Paperless Statements |
| Ally Bank | Paper Statements |
| BankProv | Paper Statements |
| Veritex Bank | Paper Statements |
| Fieldpoint Private | Paper Statements |
How to Access Statements Online or Change Your Delivery Method:
If you would like to access monthly statements for your savings accounts, review transaction activity, or change the delivery method for your statements, you can do so by logging into your online banks' websites.
- Log into the Max Dashboard and navigate to Profile > Linked Accounts.
- Select the logo of the bank you would like to access.
- Scroll down to the bottom of the page, and follow the enrollment instructions to access online banking.
- Once logged into online banking, navigate to "Statements" via the bank's portal.
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