How to transfer a brokerage account into M1?

 

Have the correct account type open

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 brokerage

After youve completed the steps above, click the button below to get started! 

Get_started_button.png

 

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