M1 can make transfering another brokerage account to an M1 account super easy. To initiate a transfer, please email email@example.com. In the email, include a copy of your most recent brokerage statement from the brokerage account you'd like to transfer to M1 and any specific instructions for the transfer. After you send the email, our transfers team will handle the rest.
If you have any specific questions, never hesitate to email the team at firstname.lastname@example.org.