Information for Financial Advisors

How Max Works with Reporting, CRM and Other Platforms
Financial advisors wishing to report on Max balances using portfolio reporting platforms can use as-of-date balances from their Max Advisor Dashboard to ent...
Wed, Jan 8, 2020 at 10:28 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 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