Checking accounts

How do I link checking / brokerage accounts?
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...
Wed, Oct 9, 2019 at 2:54 PM
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/outflows. Ot...
Wed, Oct 9, 2019 at 3:00 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...
Wed, Oct 9, 2019 at 3:14 PM
Can I tell Max how much to keep in my checking account?
Yes. When you link your checking account to Max, Max will ask you how much money you prefer to keep in your checking account. Max takes this Target Bala...
Tue, Sep 10, 2019 at 2:37 PM
How do I change my target checking balance?
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...
Sat, Oct 22, 2016 at 7:44 PM
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. Scroll do...
Thu, Oct 10, 2019 at 12:44 PM
Can I link more than one checking account to Max?
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. ...
Wed, Oct 9, 2019 at 3:17 PM