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 an M1 Spend account, please follow these instructions: 

 

When you have an M1 Spend checking account, you are only able to change your bank connection on the web.  

 

Web

1. From the home screen, click the name of your current bank above the “Move Money” button 

Screen_Shot_2022-07-08_at_10.13.24_AM.png

2. Select “Change Bank” and “Confirm” 

Screen_Shot_2022-07-08_at_10.19.59_AM.png

Change_Bank_with_Spend_3.png

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

Screen_Shot_2022-07-08_at_10.23.40_AM.png

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

  

If you have do not have an M1 Spend account, please follow these instructions:

 

Web

1. Navigate to the “Invest” tab for the account you are changing the bank connection to 

Change_Bank_WOS_Web_1.png

2. Click the “Bank Connection” tab 

Change_Bank_WOS_Web_2.png

3. Click “Change Bank” 

Change_Bank_WOS_Web_3.png

4. Confirm

 

Mobile

  1. Navigate to the Invest tab for the account you are changing the bank connection to 
  2. Tap (≡) on the top left Change_Bank_WOS_Mobile_1.png
  3. Tap “Bank Connection” Change_Bank_WOS_Mobile_2.png
  4. Tap "Change Bank" Change_Bank_WOS_Mobile_3.png
  5. Confirm

 

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

 

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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