Checking accounts

How do I link checking accounts?
If you would like to link your existing checking account to Max: Max supports linking checking accounts at 18 of the largest banks in the country. ...
Thu, Sep 1, 2022 at 10:09 AM
Which checking account should I link to Max?
Everyone manages cash differently. Some prefer to keep a constant balance in their checking account from month-to-month to meet monthly inflows/outflow...
Mon, Apr 19, 2021 at 12:45 PM
Why am I having trouble linking my checking account to Max?
In most cases, the process of linking your bank accounts to Max will proceed smoothly. If you’re having difficulty linking your checking account, listed bel...
Tue, Jan 25, 2022 at 4:29 PM
How does the Target Balance work?
When you link a checking account to Max, Max will ask you to set a Target Balance, or the amount of money you would like to keep in your checking accoun...
Wed, Nov 10, 2021 at 2:34 PM
How do I change my target checking balance?
Your target checking account balance is the amount of money that you wish to have in your checking account at the end of each optimization. As a result, we...
Thu, Jun 3, 2021 at 11:23 AM
How can I switch my checking account?
To change the checking account that you use with Max, click on the gear icon next to your existing checking account on your Max Dashboard.  ...
Thu, Dec 1, 2022 at 2:48 PM
Can I link more than one checking account to Max?
Max is designed as a "hub and spoke" system, helping you move funds from a single checking account to one or more higher-yielding online savings a...
Tue, Apr 13, 2021 at 6:52 PM
Can I set up a monthly cash sweep using Max?
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 accou...
Wed, May 4, 2022 at 10:28 AM