Transfer your Brokerage Account or IRA to M1
All it takes is 4 minutes to get started
Thanks for your interest in transferring investments to M1. By moving your investments to our automated, all-in-one platform, you're taking on powerful tools that will make investing easier and less time-consuming – leaving more time for what matters most.
How long do transfers take to complete?
After your transfer has been initiated, it typically takes 5-7 business days to complete, provided that your outside firm supports Automated Customer Account Transfers (ACATs). If your firm does not support ACATs, it may take 30-60 days to complete a transfer.
Follow these steps to initiate your transfer:
Open Chat in Bottom Right Hand Corner
Click Ask a Question
Select Transfer an Account into M1
Select Either "Submit Partial Account Transfer" or "Submit Account Transfer (Firm Not Listed)"