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Subject

Brokerage Firm

If you do not see your brokerage from the dropdown menu, please select "Other"

Your other brokerage's account number

Please enter only one account number at a time. If you would like to submit multiple account transfers, please submit an individual request for each.

Account Type

If you are looking to roll over a 401(k), 403(b), 457(b) or other employer-sponsored retirement plan, please visit M1's roll over article on the previous page.

Total value of your transfer

Please round to nearest whole dollar amount and refrain from using commas or dashes in your entry. M1 Finance does not accept direct transfers under $1001.

Full or Partial Transfer

If you select "Full", your entire account will be transferred. This includes all holdings, cash, and margin (if applicable). All supported assets will be transferred in-kind.

List the ticker symbols and share quantities you would like to transfer:

Example: "AAPL 4", "JNJ ALL". If you would like to transfer cash from your brokerage account, enter "CASH - $1,234.56".

Description (required)

Please enter the details of your request. A member of our Client Success team will respond within one business day.

Attachments(optional)

Add file or drop files here

Our client success team is available from 9am-5pm ET on days when the U.S. stock market is open. We will respond to your request within one business day. You will receive an email confirming we have successfully received your request within 5 minutes of your submission.

Submit a request

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