Information for Financial Advisors

How Max Works with Reporting, CRM and Other Platforms
If you use Orion as your reporting platform, you can view your clients' Max balances directly in Orion. Simply ask your Orion admin to enable the “Max ...
Thu, May 7, 2020 at 4:14 PM
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 2015 World Wealth R...
Mon, Jun 17, 2019 at 11:50 AM
How to Help Your Clients Get Started with Max
If you do not have a Max Advisor Dashboard, visit 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
Video Tutorial: Max Advisor Dashboard
Thu, Jan 16, 2020 at 3:28 PM