Open an additional M1 Invest Account

You can have up to 10 Invest Accounts at M1, not including Custodial or Cash Accounts. Learn about the account types that you can open at M1. 

Each client can open the amount of accounts listed below:

Up to 5 total:

  • Individual Brokerage and/or
  • Joint Brokerage

1 of each of the following:

  • Trust,
  • Crypto Account,
  • Roth IRA,
  • Traditional IRA, and
  • Sep IRA

Unlimited:

  • Custodial Accounts

Each client can select between an Individual Brokerage Account or IRA as their first Invest Account. At this time, you can only open an IRA as your first M1 Invest Account on Web. You’ll be able to open additional accounts after you complete opening your first Individual Brokerage Account or IRA.

This can take up to 24 hours to process. 

 

To open a new M1 Invest Account: 

  1. Select “Add Account”  
  2. Select the account type 

 


20240508-3554397-11307750

M1 disclosures here.

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