M1 supports the following types of brokerage accounts:
- Individual Brokerage Accounts
- Joint Brokerage Accounts
If you are looking for help to rollover an existing 401K into an M1 IRA, please contact M1 at firstname.lastname@example.org.
If you are looking to transfer an existing IRA into an M1 IRA, you can find IRA transfer instructions here.
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.
For more information on trust accounts, please see here.