Open an M1 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 an M1 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 as well as have an open and active M1 account. Please follow the steps listed here to open an M1 account.


You can find the Trust forms linked below:


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


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

Still need help?

We're here for you.

Contact us