Yes. While most Max members prefer to allocate a specific amount of cash to Max and transfer funds back and forth to their existing bank and brokerage accounts as needed using Max’s integrated Max Checking account, you can set up a monthly cash sweep with some supported banks: Which checking accounts does Max support?


Linking your checking account at one of these banks (instead of Max Checking) helps you maintain a constant checking account balance from month to month, so you can sweep excess funds over a target amount to Max each month (and top up your checking account if it falls below the target you set).


Note that if you choose this approach, all funds transfers associated with your monthly optimization will flow in and out of your checking account.