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Types of Accounts that M1 Supports

Brokerage accounts:

  • Individual Brokerage Accounts
    • A brokerage account is opened through a broker. Through a brokerage account, you can buy and sell stocks, bonds, exchange traded funds and other types of investments.

  • Joint Brokerage Accounts
    • You would use a joint account when you want equal ownership over an account. Joint accounts are ideal for couples, parents and their children (over 18 years old) and even adults caring for aging parents.

Retirement Accounts

If you need help rolling over an existing 401K into an M1 IRA, please contact M1 at

If you are looking to transfer an existing IRA into an M1 IRA, you can find IRA transfer instructions here

Trust Accounts

Trust accounts can be set up in M1 via our paper account opening process.  When you select "trust" as your desired account type in our sign up process, we will send you a set of forms that you will need to fill out and return to us.  As soon as the trust account application is processed, you will be able to manage your account on the platform in the same way you would a typical M1 taxable brokerage account.

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