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.




M1 disclosures here.

M1 disclosures here.

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