Transfer your account to M1
Why track accounts across multiple sites when you can build wealth on one powerful platform? It’s fast, easy, and secure.
New transfer bonus: Get up to $250–$20,000 to invest
It’s kind of a big deal. Transfer your brokerage account to M1 by March 31, 2024 to score our best investment bonus yet. Promotional T&Cs apply.
Move your investments in 3 steps
Thousands of clients have brought assets to M1 to the tune of $2.6 billion.
$380+ million
from Vanguard
$375+ million
from Fidelity
$292+ million
from TD Ameritrade
Account Transfer FAQs
Total control, total automation for your wealth today and tomorrow.
1If you choose to transfer your account to another broker-dealer, only the full shares are guaranteed to transfer. Fractional shares may need to be liquidated and transferred as cash.