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  2. Transfers

Transfers

All money movements between M1, your bank and other brokerages

Deposits & Withdrawals

  • Set up recurring transfers
  • Edit, pause, or cancel my recurring transfer
  • How do I create a wire transfer? 
  • Steps to liquidate account

Brokerage & Retirement Account Transfers

  • How to transfer a brokerage account into M1?
  • How do I rollover my retirement account into an M1 IRA? 
  • What securities can I transfer?
  • How to prepare for my incoming brokerage account transfer 
  • Explanation of an ACAT transfer
  • My transferred security was liquidated
See all 7 articles

Manage transfers

  • Create transfers in my M1 account 
  • How to transfer between M1 accounts
  • Funding history

Transfer timing

  • Money transfers timing
  • How long do deposits take?
  • How long do withdrawals take? 
  • Why haven’t my funds withdrawn from my Invest account?
  • How long will my brokerage account transfer take?  
  • How long does it take to transfer between accounts? 
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