M1 Finance | Help Center
All money movements between M1, your bank, and other brokerages.
Deposits & Withdrawals
How to set up, edit, pause, or cancel recurring transfers
How do I create a wire transfer?
Steps to liquidate M1 Invest Account
Brokerage & Retirement Account Transfers
Can I convert my Vanguard Mutual Fund shares into ETFs?
What should I do with my old 401(k)?
401(k)/403(b)/457 Rollover FAQs
Transfer your IRA into an M1 IRA (non ACATS)
How to transfer accounts out of M1?
Where can I track the status of my brokerage account transfer?
See all 11 articles
Wire Transfer FAQs
Create transfers in my M1 account
How to transfer between M1 Invest Accounts
What are Smart Transfers?
Money transfers timing
How long will my brokerage account transfer take?
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