You are using an outdated/unsupported browser. Please upgrade your browser to improve your experience.

Support Center

I want to transfer another brokerage account into M1 - what do I do?

To transfer another brokerage account into an M1 account, you will do an ACATs Transfer. To initiate an ACATs transfer, please email In the email, include a copy of the completed "M1 Finance ACATS Form" and the most recent brokerage statement from the brokerage account you'd like to transfer to M1. Your account will be paused until the ACATs transfer is complete, which typically takes ~5-7 business days. You will be contacted via email once the ACATs transfer has taken place.


Have more questions? Submit a request