Remove a secondary account holder

M1 Joint Brokerage Accounts are taxable Invest accounts which are owned equally by two people and hosted under one M1 login. 

 

The login where the Joint Brokerage Account is managed from is the primary account holder while the other person named on the account is the secondary account holder.

 

To remove a secondary account holder from a Joint Brokerage Account, please contact us.

 

 

20231004-3150415-9988407

M1 disclosures here.

M1 disclosures here.

Was this article helpful?
/
0 out of 0 found this helpful

Still need help?

We're here for you.

Contact us