Open my Primary M1 Spend checking account

If you don’t have an Invest account, follow the steps below to open your M1 Checking Account: 

1. Select “Spend” from the welcome page  

Spend_direct_Onboarding_1.png

2. Answer the Profile Details questions 

3. Check to make sure all your details are correct 

4. If you are an M1 Plus member, select your card design 

Spend_direct_Onboarding_2.png

5. Connect your bank 

   There are two ways to set up your bank account with M1: instantly with Plaid or manually with micro-       deposits. 

   Check out our article on connecting your bank 

6. Make an initial deposit  

Spend_direct_Onboarding_3.png

If you already have an Invest account, follow the steps below to open your Spend account: 

Web

1. Click the “Spend” tab, then "Open a Checking Account"

primary_checking__3_.png

2. Complete the steps on screen

M1 Finance web account screen Spend tab showing identity verification to continue opening Spend account

Mobile

1. Tap the “Spend” tab, then "Open a Checking Account"

primary_checking_mobile.png

2. Complete the steps on screen.  

M1 Finance mobile account screen Spend tab showing identity verification to continue opening Spend account

If you have any further questions, please contact us.

 

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