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Support Center

Does M1 support trust accounts?

Yes, 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.

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