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.