Other account types
Yes, Max is compatible with trust accounts, but only a subset of the online banks currently support trusts. UFB Direct, FieldPoint Bank, and All...
Wed, Apr 17, 2024 at 4:28 PM
Yes, in most cases, you can designate payable-on-death (POD) beneficiaries for your online savings accounts. You may further increase the degree of...
Tue, Apr 16, 2024 at 6:49 PM
While the core Max solution serves only individual and joint accounts, Max has formed a partnership with The American Deposit Management Co. to serve b...
Sun, Jun 4, 2017 at 1:40 PM
At present, Max is not
compatible with retirement accounts.
Thu, Apr 23, 2020 at 5:06 PM