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 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 or IRA to open a Joint Brokerage Account. At this time, you can only open an IRA as your first M1 Invest Account on Web.
If you have further questions, please contact us.