Funding history

The 'Funding History' tab represents your past deposits and withdrawals in each year that your account has been active. 

IRA Funding History: 

IRA Funding History represents your contributions during a given year compared to the maximum allotment specified in official IRS guidelines. Some users, including those over 50 years old, may have different limits that will not be reflected by this tool. Please check with the IRS to determine your personal IRS contribution limit. 

Please note that M1 is not aware of any retirement contributions made at other financial institutions, so we recommend that you keep track of contributions made to all of your separate Invest accounts to ensure you are within the contribution limits. 

Furthermore, wire transfers, account transfers, and rollover checks are not included in this tool. 

Taxable Accounts Funding History: 

Funding History in Taxable Accounts represents past deposits and withdrawals for a given year. 

Please note that this only includes ACH deposits and withdrawals, including any funds withdrawn via M1 Margin Loans. Wire transfers, account transfers, and rollover checks are not included in these charts. 

How to View on Mobile: 

  1. From the 'Invest' tab, tap the menu button in the top left corner to open the side bar. 
  2. Select 'Funding History' to view the graph. 

To view on the Web: 

  1. Make sure you are on the 'Invest' tab. 
  2. Click on 'Funding History' from the options below. 

M1 disclosures here.

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