GOODBYE DAY TRADING.
HELLO LONG-TERM INVESTING.
At M1, we don’t believe speculating or day trading are viable ways to build long-term wealth. Wealth building is a marathon, not a sprint, and it’s time you found a platform that’s built with your financial well-being in mind.
OUR MISSION IS TO EMPOWER YOU TO IMPROVE YOUR FINANCIAL WELL-BEING
Everything we do centers on you, the investor.
From our product features, to our automation capabilities, to the content we produce, we’re focused on helping you manage your money and grow your wealth the way you want to.
THERE’S NO COMPARISON
Robinhood lets you schedule your investments and reinvest your dividends. M1 offers that and more: rebalance your portfolio with one click or with every deposit/withdrawal, pay back your Borrow loans automatically, and use threshold-based rules to automate your money with Smart Transfers from M1 Plus.
All information was gathered from Robinhood’s website and is accurate as of February 3rd, 2021.
THE M1 PLUS ADVANTAGE
Get exclusive features and rewards that help you earn more, access more and receive more perks and discounts.
Borrow against your investments at just 2%.
Unlock an exclusive afternoon trade window and access to custodial accounts.
Set up a system of automated rules and optimize your money movements.
Get all this and more for just $125/year.
Sign up for M1 today, and you’ll get a one-year free trial of M1 Plus. Cancel anytime, though we doubt you’ll want to.
GET UP TO $4,000 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
$10,000 – $19,999.99
$20,000 – $49,999.99
$50,000 – $99,999.99
$100,000 – $249,999.99
$250,000 – $499,999.99
$500,000 – $999,999.99
$1,000,000 – $1,999,999.99
Don’t just take our word for it
I’ve tried so many banks, brokers, financial products…I am exhausted. M1 is way ahead of the competitors.
My favorite thing about M1 is the Pie: it’s very easy to see an overview of my entire portfolio.
It is truly the best of both worlds: the choice of securities like traditional brokers as well as the automation of modern robo-advisors.
May not be representative of the experience of other customers. Not a guarantee of future performance or success.
YOURS TO BUILD
For your wealth today and tomorrow.
Summer Promotion: Transfer a brokerage account to M1 and earn up to $4,000
From August 1, 2021 through September 12, 2021, transfer a brokerage or retirement account to M1 and earn up to $4,000. 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 during promotion period (08/01/2021 12:00 am ET– 09/12/2021 11:59 pm ET). Click here to get started.
- Promotional credits will be paid to eligible clients by November 30, 2021.
TERMS AND CONDITIONS
Beginning on August 1, 2021, this promotional offer is only valid for M1 customers who complete an Automated Customer Account Transfer Service (“ACATS”) on or before September 12, 2021 (the “Summer Promotion”). The M1 account must receive instructions to complete an ACATS no later than September 12, 2021 at 11:59 pm ET. Any unsuccessful ACATS will be deemed ineligible. This offer is non-transferable, and not valid with any of the following: (i) internal transfers, (ii) ACH deposits (bank transfers), (iii) wire transfers, (iv) direct 401(k) rollovers, (v) any customer having previously participated in a M1 ACATS transfer promotion and subsequently transferred the account value to a third party, (vi) 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 Summer Promotion amount (see table below) will be based on the aggregate value of all brokerage accounts or IRAs transferred within the Summer Promotion period (August 1, 2021 through September 12, 2021). The aggregate account value is determined as the current market value of all holdings and cash on the day the transfer is completed. The transferred 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 the Summer Promotion pay out (the “Account Value”)1. Reallocation of any Account Value funds transferred during this Summer Promotion to any other M1 services (e.g., M1 Spend) prior to the 90th day after such transfer will disqualify you from the Summer Promotion. 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.
Taxes related to M1 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.
|Transfer Account Value1||Promotional Credit|
|$10,000 – $19,999.99||$40|
|$20,000 – $49,999.99||$75|
|$50,000 – $99,999.99||$150|
|$100,000 – $249,999.99||$250|
|$250,000 – $499,999.99||$500|
|$500,000 – $999,999.99||$1,000|
|$1,000,000 – $1,999.999.99||$2,500|
Any Summer Promotion credits will not be applied for any transfer which has completed retroactively.
General Conditions: By participating in this Summer Promotion, 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 Summer Promotion 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 September 12, 2021.