Information for Financial Advisors
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 com...
Wed, Jul 12, 2023 at 6:21 PM
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
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 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
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...
Mon, Apr 17, 2023 at 6:44 PM
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