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Explanation of an ACAT Transfer

An automated customer account transfer service (ACATS) is a system that transfers securities from one brokerage firm to another. This allows you to transfer your securities without selling them into cash and incurring tax consequences. If you have questions about an ACATS Transfer, please contact transfers@m1finance.com

If you are looking to make a transfer from a different brokerage into M1, you can find instructions here.  

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