Max Credit Union Online Banking Consumer User Guide

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Linking an Account Before you can begin setting up your financial goals, you need to add or link all your accounts, items you own and debts.

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In the Insights tab, click the Budgets tab. Click the icon and select “Link Account.” 1. Click the Next button. 2. (Optional) Enter your mobile number and click the Next button if you would like Finicity, a Mastercard company, to quickly and securely access your saved accounts. 3. To manually add an account, click the “Maybe later” link. 4. Locate your financial institution using the search bar or list. 5. Log into your account using your login credentials for that institution.

Settings: Initial Setup