HOW DOES M1 COMPARE?

WITH M1, THERE’S NO COMPARISON

M1 provides greater automation, better checking, lower margin rates, and more chances to keep doing more of what you want.

M1 rates are current as of March, 2021. Information on competing brokerages was accessed from each brokerage’s website in March, 2021.

TOTAL CONTROL, TOTAL AUTOMATION

For your wealth today and tomorrow.

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:

1. Get a copy of a recent account statement from your brokerage.
2. 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)
3. 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
$1,000,000 +	$2,500

ACATS Transfer Promo credits will not be applied for any transfer which has completed retroactively.

This promotion is not valid with any other offers and is non-transferrable. Offer available only to individuals who are 18 years or older and are Legal U.S. Residents. M1 reserves the right to terminate this offer at any time, to limit the amount of account bonuses you are eligible to receive, and to refuse or recover any promotion award if M1 determines that it was obtained under wrongful or fraudulent circumstances, that inaccurate or incomplete information was provided, or that any terms of the M1 Terms of Use or Account Agreement have been violated. This offer is not valid if the name on the M1 account is different than the name on the outside brokerage account requested for the ACATs.

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.

Your Personal Information: Personal information collected in connection with this offer will be used in accordance with M1’s Privacy Policy.

This promotion expires at 11:59pm ET on December 31, 2021