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.