How to transfer accounts out of M1?

We’re sorry to see you go! 

In order to transfer your account out of M1, please contact the receiving broker (the institution where the account is going) and ask them to initiate the transfer.  

M1 supports automated customer account transfers (ACATs) that are performed by the receiving broker. When transferring out, M1 is the sending broker. 

Was this article helpful?
2 out of 13 found this helpful