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How to Find Your M1 Account Numbers

Updated over 4 months ago

This guide explains where to locate your M1 account numbers across different platforms and documents. You can also find all your account numbers in the “Accounts” section of your settings.

Finding Your Account Numbers on M1

Web

  1. Log in to your M1 account

  2. Click on your profile name icon in the lower left corner

  3. Click on Accounts in the top navigation panel

  4. Click on Accounts in the left navigation panel

  5. View your account numbers listed next to each of your M1 accounts

iOS App

  1. Open the M1 Finance app

  2. Tap the Profile icon in the top right

  3. Tap Accounts

  4. Select Account names and numbers

  5. View your account numbers listed for each account

Android App

  1. Open the M1 Finance app

  2. Tap the Profile icon in the top right

  3. Tap Accounts

  4. Select Account names and numbers

  5. View your account numbers listed for each account

Finding Account Numbers on Statements and Documents

Monthly Statements

  1. Log in to your M1 account

  2. Tap the Profile icon

  3. Go to Documents

  4. Select Statements

  5. Download and open your most recent statement

  6. Look for your account number in the top section of the statement, typically next to your name and address

Trade Confirmations

For Invest accounts, trade confirmations also include your account number, typically in the header section of the document.

  1. Log in to your M1 account

  2. Tap the Profile icon

  3. Go to Documents

  4. Select Trade Confirmations

  5. Download and open your most trade confirmation

  6. Look for your account number in the top section of the statement, typically next to your name and address

Note: Account numbers displayed in your M1 documents may be partially masked for security purposes.


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