How Smart is Smartfolio?
At MAX, we want to help you achieve financial success, and one of the best ways to do that is to stick to a budget. MAX’s Smartfolio makes budgeting easier than ever by giving you the tools you need to successfully manage and track your finances.
Let MAX help you become the financial genius you've always been destined to be!
Smartfolio Features & Benefits
Smartfolio makes managing your money more enjoyable and effective than ever by providing a simple and secure way to see your overall financial picture.
When you create a budget with Smartfolio, your spending begins to take form. Smartfolio helps you keep track of what you are spending or saving, and Smartfolio Goals allow you to monitor your financial goals and stay on track.
With Smartfolio, you can:
- Create a financial calendar
- Categorize and track expenses
- Set and achieve financial goals
- Identify ways to save
- Track upcoming bills
- Receive email and/or mobile text alerts
How it Works
Getting started with Smartfolio is simple. Your MAX accounts are pre-loaded into Smartfolio, so you’ll see them the very first time you sign in as long as you have MAX Online Banking. Don’t have MAX Online Banking, enroll here. You can also add other financial related accounts to it as long as you have an online username and login. Add your retirement accounts, investments, other financial institution relationships to get a holistic picture of your finances, including net worth projections!
Your Smartfolio Dashboard will show your accounts, account history, alerts, and Smartfolio widgets. You can customize your Smartfolio widgets, which include:
- Cashflow Calendar
- Total Budget
- Net Worth
- Upcoming Income
In Smartfolio, budgets always run from the first day to the last day of each month. Smartfolio automatically color-codes each spending target to give you an idea of how you’re doing each month.
Now, how smart is that?