How do I close my M1 account? 

To close your M1 account, you will need to first close the individual M1 products you’re currently using. 

 

To close an M1 Invest Account: 

You will need to liquidate your Invest Account(s). To initiate a liquidation request please follow these steps to liquidate your M1 Invest Account.  

 

To close an M1 Margin Loan account 

You will need to pay down any outstanding Margin Loan balance. To pay the balance please navigate to the Borrow tab and select "Pay Back". 

How to use M1 Margin Loans  

Learn more about transfer timing. 

 

To close an Owner’s Rewards Card by M1 account 

To close your Owner’s Rewards Card by M1 account, please reach out to the Owner's Rewards Card by M1 team, at (833) 978-3351. They are available Monday-Friday between 8 am-8 pm CT and Saturday between 9 am-2 pm CT. 

 

Once your individual accounts are closed, you can deactivate your M1 account.  

If you have completed the M1 onboarding process and can access the app:  

1. Navigate to your account settings
2. Select “Accounts”
3. Click on “Deactivate Account”
4. Confirm that you want to deactivate your account
5. A request will be sent to our Client Success Team, and we will follow-up if they need additional information
   

If you have not completed the M1 onboarding process:  

1. Click on the overflow menu in the top left corner
2. Select “Deactivate Account”
3. Confirm that you want to deactivate your account 
4. A request will be sent to our Client Success Team, and we will follow-up once your account has been closed

 

We’re sad to see you go! We believe in continuous improvement and greatly value your feedback.  

 

If you would like to provide any feedback or if you have further questions, please contact us. 

 

20231201-3261899-10356388

M1 disclosures here.