Before you begin the transfer process, you will want to make sure to do the following:
Have the correct account type open. You'll first want to make sure you have an account open with M1 that matches the account type being transferred. For example, a joint account must be transferred to a joint account and a Roth IRA must be transferred to a Roth IRA.
Download a recent statement from your previous brokerage.
After you have done the above, click the button below to get started!