If you do not see your brokerage from the dropdown menu, please select "Other"
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.
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.
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.
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.
Example: "AAPL 4", "JNJ ALL". If you would like to transfer cash from your brokerage account, enter "CASH - $1,234.56".
Please enter the details of your request. A member of our Client Success team will respond within one business day.
