GET UP TO $2,500 WHEN YOU SWITCH TO M1
Transferring securities to M1 from another brokerage account is simple. Plus, see how much you could earn.
ACCOUNT TRANSFER SIZE
$100,000 – $249,999.99
$250,000 – $499,999.99
$500,000 – $999,999.99
LEVERAGE YOUR INSIGHTS
We didn’t make the Finance Super App™ for day trading or set-it-and-forget-it investing. Bring your expertise to our platform for strategic, long term growth—elevated with automation and customizable to suit your goals.
FREE TO USE
No management fees whatsoever.
Build a portfolio of stocks and ETFs how you want.
Diversify with fractional shares.
Schedule contributions and rebalance with one click.
GET THE BEST M1 HAS TO OFFER
By signing up for M1, you’ll automatically qualify for a FREE year of M1 Plus (a $125 value). You’ll have access to our best perks, features, and discounts that can help you push your money further.
There’s no catch. Sign up in seconds and change your membership settings anytime.
- $0 management fees
- AM trade window
- Automate your investing with scheduling and Dynamic Rebalancing
BEYOND BRILLIANT INVESTING
The Finance Super App™ can do more than just automate your market moves. When borrowing or spending, M1 Plus gives you the best bang for your buck.
WHAT OUR CLIENTS SAY
Fractional shares, auto-rebalancing, and it’s absolutely free to use!
M1 Borrow’s flexiblity, convenience, speed and ultra-low interest rate (especially for M1 Plus) can’t be beat.
My favorite thing about M1 is the Pie: it’s very easy to see an overview of my entire portfolio.
May not be representative of the experience of other customers. Not a guarantee of future performance or success.
POWERFUL INVESTING, YOUR WAY
Transfer a brokerage account to M1 and earn up to $2,500*
Transfer a brokerage account or IRA to M1 and earn up to $2,500. Here’s how to get started:
- Get a copy of a recent account statement from your brokerage.
- Ensure you have an account open at M1 that matches the account type you’re transferring (e.g. if you are transferring securities from a joint brokerage account, you’ll need a joint brokerage account open at M1)
- Submit a transfer request from another brokerage account within the first 60 days as an M1 client. Click here to get started.
*TERMS AND CONDITIONS
Beginning June 1, 2021, this ACATS promotion offer applies to direct account transfers (from participating brokerages) initiated within the first 60 days of becoming an M1 client (“ACATS Transfer Promo”). Any ACATS Transfer Promo payments for eligible transfers will be paid 150 days after the client’s sign-up date with M1. Client sign-up date is defined as the day a new client submits a valid email and password creating a user login for M1 Finance. This ACATS Transfer Promo offer is valid only for direct broker transfers received through the Automated Customer Account Transfer Service (“ACATS”). This offer is non-transferable, and not valid with any of the following: internal transfers, ACH deposits (bank transfers), wire transfers, direct 401(k) rollovers, or in conjunction with other promotional offers M1 Finance or may offer from time to time.
Cryptocurrency is not eligible for ACATS. Additionally, any security transferred via ACATS that is not traded by M1 will be liquidated, including but not limited to Mutual Funds and Over-The-Counter securities.
The ACATS Transfer Promo amount (see table below) will be based on the aggregate value of all brokerage accounts or IRAs transferred within the initial 60 days of new client sign-up date. The aggregate account value is determined as the current market value of all holdings and cash on the day the transfer is completed. Account value of the qualifying account must remain equal to, or greater than, the value after the net deposit was made (minus any losses due to trading, market volatility or margin debit balances) at time of ACATS Transfer Promo pay out1. M1 Finance may charge the account for the cost of the offer at its sole discretion. M1 reserves the right to restrict or revoke this offer at any time. This is not an offer or solicitation in any jurisdiction where we are not authorized to do business.
The Promotional Credit amount1 will be based on the aggregate value of all brokerage accounts or IRAs transferred within the same 60 day period (the “Account Value”). The Account Value is determined as the current market value of all holdings and cash on the day the transfer is completed. Account Value of the qualifying account(s) must remain equal to, or greater than, the value after the net deposit was made (minus any losses due to trading, market volatility or margin debit balances) for 60 days. M1 may charge the account for the cost of the offer at its sole discretion. M1 reserves the right to restrict or revoke this offer at any time. This is not an offer or solicitation in any jurisdiction where we are not authorized to do business.
Taxes related to any M1 Finance promotional offers are your responsibility. All promotional items and cash received during the calendar year will be included on your consolidated Form 1099. You are encouraged to consult a legal or tax advisor for the most recent changes to the U.S. tax code and for rollover eligibility rules.
|Account Value||Promotional Credit|
|$100,000 – $249,999.99||$250|
|$250,000 – $499,999.99||$500|
|$500,000 – $999,999.99||$1,000|
ACATS Transfer Promo credits will not be applied for any transfer which has completed retroactively.
General Conditions: By participating in this ACATS Transfer Promo, you agree to release, discharge, indemnify, and hold harmless, M1, its affiliates, retailers, and advertising and promotion agencies, and all of their respective officers, directors, members, managers, partners, and employees from any liability or damages that may arise out of participation in this ACATS Transfer Promo or out of acceptance, use, misuse or possession of the cash deposit attained through this promotion. All applicable federal, state, and local laws and regulations apply.
This promotion expires at 11:59pm ET on December 31, 2021