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...
Tue, Apr 13, 2021 at 4:20 PM
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. Setup typically takes between 3 and 30 minutes, depen...
Fri, Apr 9, 2021 at 12:28 PM
May I open multiple Max accounts?
Yes, many people choose to enroll for multiple Max accounts. For example, some couples choose to open separate accounts for individual vs. joint accounts to...
Thu, Jun 3, 2021 at 11:27 AM