Change my connected bank

If this is your first time connecting a bank with M1, check out this step by step guide. 

 

If you have a Spend account, please follow these instructions: 

Please complete these changes on web or contact us.  

Web: 

1. Navigate to the Home tab and click “Linked Bank”. 

2. Select “Change Bank” and “Confirm” 

3. Your current bank connection will become unlinked from your Spend and Invest accounts and allow you to connect a new bank account. 

M1 Finance web account screen change bank

If you run into any issues with this process, please contact us.  

  

If you want to change your connected bank for your Invest account, please follow these instructions: 

Please complete these changes on web or contact us.  

Web 

1. Click the "Bank Connection" tab 

M1 Finance web account screen portfolio

2. Click "Change Bank" 

M1 Finance web account screen change bank button

3. Click confirm 

M1 Finance web account screen confirm

There can only be one bank connected to your account at a time.  

 

All examples above are for informational purposes and should not be considered an offer to buy or sell certain securities. M1 does not provide investment advice. 

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