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Keeping cash safe is important. Max makes it easy by helping spreading your cash across multiple accounts, keeping your cash balances below the FDIC-insurance limits. Check your balances at any time, all on one screen
MaxMyInterest offers an online solution that helps individual investors and their financial advisors earn dramatically more on the cash portion of their portfolios, while keeping that cash safe. Max works by linking an individual’s existing brick-and-mortar checking or brokerage account with higher-yielding online savings accounts at some of the leading online banks in the U.S. Max monitors interest rates daily, and uses proprietary algorithms to parcel out funds among these banks in a manner that maximizes both yield and deposit insurance, even as rates change. Through this system, clients are earning approximately 10x more interest, with deposit insurance coverage of up to US$5 million per couple.
Attract new clients Strengthen existing relationships Bring held-away cash into view Provide more holistic advice HNW household asset allocation High net worth individuals are currently holding 23.7% of their portfolios in cash and equivalents. Until now, it hasn’t been worthwhile to focus on cash. Help clients earn more With Max, your clients can now earn up to 2.50% yield on cash,......
Earn more with Max Online banks have lower operating costs, and they pass on these savings to depositors in the form of higher rates. Max intelligently optimizes your balances each month in search of the best prevailing rates. With Max, you can earn up to 2.50%. That’s 2.10% to 2.30% more than......