Open an additional account

You can have up to 5 Invest accounts at M1. Learn about the account types that you can open at M1. 

Each client is eligible to open only one Individual BrokerageAccount, Joint BrokerageAccount, Crypto Account, Roth IRA, Traditional IRA, and SEP IRA per M1 login.

You’ll be able to open additional accounts after you complete opening your first Individual Brokerage Account.  

This can take up to 24 hours to process. 

To open a new account: 

Desktop 

  1. Click on the “Invest” tab on the webpage
  2. Click below your name in the top right corner
  3. Click “Add Account”  
  4. Select the account type 

Mobile  

  1. Tap on the “Invest” tab
  2. Tap the three bars in the top left corner
  3. Tap “Add Account”  
  4. Select the account type 

Contact us if you have additional questions about opening your account. 

 

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