Member Services

If you would like to link your existing checking or brokerage account to Max: Max supports linking checking accounts at 20 of the largest banks and...

Everyone manages cash differently. Some prefer to keep a constant balance in their checking account from month-to-month to meet monthly inflows/outflows. Ot...

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...

Yes. When you link your own checking account to Max, Max will ask you how much money you prefer to keep in your checking account. Max takes this Target ...

You may change your target checking balance at any time. It is recommended that you keep your target checking balance higher than your typical monthly ca...

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.  ...

Max is designed as a "hub and spoke" system, moving funds from a single checking account to one or more higher-yielding online savings accounts. ...