REFER A FRIEND.
From July 7, 2021 to September 7, 2021:
1. Share your code with a friend.
2. Your friend creates an account and deposits $100 (or $500 for an IRA).
3. You both get $50 to invest as you chose.
That’s it! Easy as Pie. You will receive your bonus within 7-14 days of your deposit.
WHY YOUR FORWARD-THINKING FRIENDS WILL LOVE M1
M1 is free to use. Referring a friend will help them save money on fees that’s better off invested.
Our platform empowers your referrals to take control of their investments and build long-term wealth.
We’re here for the long-haul. Sustainable wealth isn’t achieved by day-trading or neglected retirement accounts.
Give friends a boost
By referring a friend, you’re offering them the opportunity to build a better future. We’ll provide the perfect mix of personalization and automation to help them make their own money moves. For free.
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.
M1 Referral Program | How It Works*
From July 7, 2021 to September 7, 2021:
- You must have a funded M1 Invest account.
- You must send your referral code to a friend who is not currently an M1 customer.
- Your friend must use your referral code to sign up for a new M1 invest or retirement account.
- Your friend must be approved to open an M1 brokerage account.
- Your friend must deposit at least the minimum required amount1 into a brokerage or a retirement account within 30 calendar days of opening their M1 account.
- Your friend must maintain their initial deposit amount in their account for 30 calendar days.
- Then you’ll both receive $50.
If you receive $50 from this promotion, you will no longer be eligible to receive $30 from the “M1 Deposit $1,000, Get $30” Promotion.
Where Can You Find Your Referral Link?
- Open your Invest screen (mobile) or click on your name (web)
- At the top right hand corner click on the silhouette (app) or your name (web)
- Click “Refer & Earn” (this will only be visible if your account is funded)
- Sign up and choose your Payment Account
- Share your unique referral link with a friend
You can return to the referrals page at any time to locate your unique referral link.
How Does Your Friend Use Your Unique M1 Referral Link?
- Send your unique M1 Referral Link to your friend via email or text.
- Have your friend click on your unique M1 Referral Link and create an account.
- Once your friend is approved to open a brokerage or retirement account, they must fund it with at least the minimum required amount1.
- Your friend must maintain their initial deposit amount in their new account for 30 days from the date of deposit.
Note: Referral bonus can only be paid into an open Payment Account (non-retirement).
How Do You Both Get Paid?
You will receive a $50 referral bonus in your Payment Account2 within 14 business days of your friend successfully opening an M1 account and funding it for the full 30 day period. Your friend will also receive their $50 referral bonus in their Payment Account within 14 business days of successfully opening an M1 account with your unique referral link and funding it for the full 30 day period.
The $50 promotional amount can be found under Settings>Promotions. You might see that the promotion was successful before the credit has been applied to your Payment account.
Once credited, you will see a $50 Promotional Credit in Activity.
Referrals and other promotional credits are deposited into your designated “Payment Account”. A Payment Account must be an individual or joint brokerage account (funding not required). A Payment Account cannot be a retirement account. Both you and anyone you refer will be required to have an Payment Account to receive the referral bonus.
If you have more than one taxable account, you can change the Payment Account at any time from Settings>Payment.
Without a valid Payment Account, you will not be able to receive referral bonuses.
*Important Terms and Conditions
This referral offer is valid only for new M1 account users (the “M1 Referral Program”). Please send your unique referral code only to people who you know personally and who will be glad to get it. To qualify for the $50 referral bonus, referred family and friends must sign up between 12:00 a.m. ET 07/07/2021 and 11:59 p.m. ET 09/07/2021 (the Promotional Period) and make an initial deposit of at least the minimum required amount into a brokerage or retirement account (“Account Opening Minimum Amount”)1 within 30 days of account approval and maintain that initial deposit amount for 30 days.
Your participation in the M1 Referral Program is subject to the following:
Through the M1 Referral Program you will invite family and friends to sign-up for an M1 account by sending them an invitation with a provided link and disclosure, and your efforts in soliciting clients to M1 will be limited to this activity.
For each “Qualifying New Account” M1 will pay you $50 to your M1 Payment Account. A “Qualifying New Account” is a new, individual M1 account opened by your referee, using your unique referral link, which your referee funds with at least the Account Opening Minimum Amount1 into an account and maintains that initial deposit amount for 30 days. M1 is not responsible for incorrect entry or other failure on the part of your referees to meet standards of a Qualifying New Account.
1Account Opening Minimum Amount
- Individual – $100
- Joint- $100
- Custodial- $100
- Trust- $5,000
- Retirement (Traditional, Roth, or SEP IRA) – $500
The $50/$50 Promotional Period is between 12:00 a.m. ET on July 7, 2021 and 11:59 p.m. ET on September 7, 2021.