Joining Max

How can I join Max?
Get started by visiting and click "Join Max." If you have a financial advisor, tell your advisor about Max and they ca...
Wed, Oct 2, 2019 at 9:49 AM
What is the Max Setup Guide and where can it be found?
The Max Setup Guide explains everything you need to know to complete the one-time setup process, step-by-step. Setup typically takes between 5 and 30 ...
Thu, Apr 23, 2020 at 5:10 PM
May I open multiple Max accounts?
Some Max members desire to have multiple Max accounts, for example, some couples choose to open separate accounts for individual vs. joint accounts, either ...
Tue, Sep 10, 2019 at 2:34 PM