MaxMyInterest

MaxMyInterest is a cash management integration that imports bank account data (checking and savings) from the MaxMyInterest platform.

Overview

Attribute	Value
Integration Type	Data Sync (Inbound)
Authentication	OAuth 2.0 (Authorization Code)
Data Flow	MaxMyInterest → RightCapital
Account Types	Bank accounts (Checking, Savings)
Developer	Winston Li
Cron Owner	heli.yin

What is MaxMyInterest?

MaxMyInterest is a cash management platform that automatically allocates client cash across multiple banks to maximize interest income while maintaining FDIC insurance coverage.

Account Type Mapping

MaxMyInterest Type	RightCapital Type
`Checking`	Checking
`Savings`	Savings

API Endpoints

Purpose	Path
OAuth Authorize	`{oauth_endpoint}/oauth/authorize`
OAuth Token	`{oauth_endpoint}/oauth/token`
Get Clients	`{api_endpoint}/advisor/integrations/oauth/clients`

Code Locations

Component	Path
Connector	`retail-api/app/Integrations/MaxMyInterest/Connector.php`
Integrator	`retail-api/app/Integrations/MaxMyInterest/Integrator.php`
Models	`retail-api/app/Integrations/MaxMyInterest/Models/`

Yodlee - Primary account aggregation integration