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Brokerage & Retirement Account Transfers
Transfer your Brokerage Account or IRA to M1
Transfer your Brokerage Account or IRA to M1
Updated over a week ago

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:

  1. Open Chat in Bottom Right Hand Corner

  2. Click Ask a Question

  3. Select Transfer an Account into M1

  4. Select Either "Submit Partial Account Transfer" or "Submit Account Transfer (Firm Not Listed)"

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