Information for Financial Advisors

Support for Reporting, CRM & Financial Planning Software
If you use Envestnet or Tamarac as your reporting platform, you can view a client's Max balances on these platforms. The aggregate balance will co...
Wed, Nov 30, 2022 at 11:50 AM
Solutions for Financial Advisors
Max enables financial advisors to deliver a superior yield on held-away cash, an asset class which, according to the RBC/Capgemini 2020 World Wealth R...
Fri, Apr 9, 2021 at 12:43 PM
How to Help Your Clients Get Started with Max
If you do not have a Max Advisor Dashboard, visit MaxForAdvisors.com to register as an advisor. Dashboard accounts should be in the name of the financial ad...
Fri, Jan 3, 2020 at 1:58 PM
Max Onboarding Concierge
Max offers white-glove concierge service to select clients of leading financial advisors who desire more personal attention. Contact concierge@maxmyint...
Tue, May 14, 2019 at 6:03 PM
How To Fund a Client’s Max Account
The most popular way of using Max is to link multiple funding accounts, such as any combination of your client’s existing brokerage, checking, and savings a...
Tue, Sep 21, 2021 at 2:58 PM
Can I offer my clients a simpler version of Max?
Yes. Since nearly 80% of new members choose to use Max without a monthly sweep from their existing checking account, we can now make this the default option...
Wed, Feb 2, 2022 at 4:56 PM