Open a trust account

M1 Finance supports both revocable and irrevocable trusts that are authorized to invest in stocks. 

The trust must be a U.S. domestic trust and be in good legal standing. 

If you have questions about a trust account, please contact us.  


Required documentation to open a trust account  

To open a trust account, you will need to complete the necessary forms. You can find the forms linked below:


**The minimum account value for Trust accounts is $5,000.


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