Open an M1 Joint Brokerage Account

 

An M1 Joint Brokerage Account is shared by two individuals. This allows couples, friends, and family members to have access to the same account via the primary client's login. 

Keep in mind: 

  • M1 does not offer joint checking accounts with M1 Checking
  • M1 does not support LLCs 

To open a Joint Brokerage Account: 

1. Navigate to "Add account"

2. Select “Joint Investing” 

3. Follow instructions to add a secondary account holder. 

 

You will need to allow up to 24 hours after opening your initial Individual Brokerage Account to open a Joint Brokerage Account. 

 

If you have further questions, please contact us.

 

20230823-3070565-9763897

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