Member Services

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. ...

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

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...

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...

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...

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.  ...

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...