How do I rollover my retirement account into an M1 IRA? 

 

Rollover your 401(k) into an M1 IRA  

1. Open an M1 IRA account.  

2. Contact your current 401(k) administrator  

Tell them that you would like to initiate a rollover.  

If you don’t know who your administrator is, you can check your last statement or reach out to your former employer.  

Helpful tips:  

  • Have your current administrator make the check payable to Apex Clearing 
  • The check should include your name and M1 IRA account number in the memo line.  
  • Your M1 IRA account number is found in the account information drop down menu  
  • If the account number is not on the check, please include a slip of paper with your M1 IRA account number written on it.  

 3. Have the rollover check sent to: 

        Apex Clearing c/o BPO 

        350 North St. Paul Street #1300 

        Dallas, TX 75201 

 

If the 401(k) administrator sends your distribution check to you directly, then you will need to send the check to Apex Clearing Corporation at the address above.    

If the check is made out to you, please make sure to endorse the check. After the check is sent, please allow 20 days before contacting M1.   

 

Roll over your 403(b) into an M1 IRA  

1. Open an M1 IRA account.  

2. Contact your current 403(b) administrator and tell them that you would like to initiate a rollover.  

If you don’t know who your administrator is, you can check your last statement or reach out to your former employer.  

Helpful tips: 

  • Have your current administrator make the check payable to Apex Clearing 
  • The check should include your name and M1 IRA account number in the memo line.  
  • Your M1 IRA account number is found in the account information drop down menu. 
  • If the account number is not on the check, please include a slip of paper with your M1 IRA account number written on it.  

3. Have the rollover check sent to: 

        Apex Clearing c/o BPO 

        350 North St. Paul Street #1300 

        Dallas, TX 75201 

If the 403(b) administrator sends your distribution check to you directly, then you will need to send the check to Apex Clearing Corporation at the address above.    

If the check is made out to you, please make sure to endorse the check. After the check is sent, please allow 20 days before contacting M1.   

 

Rollover your existing IRA into an M1 IRA (non ACATS) 

Many brokerages participate in the ACATS system to transfer securities from one brokerage account to another. If your current brokerage supports ACATS transfers, please use this form to initiate a transfer. 

 

However, if your current brokerage does not participate in ACATS, please follow the instructions below:

1. Open an M1 IRA account.

2. Contact your current IRA brokerage firm and tell them that you would like to initiate a rollover. 

Helpful tips:  

  • Have your current brokerage make the check payable to Apex Clearing.  
  • The check should include your name and M1 IRA account number in the memo line. 
  • Your M1 IRA account number is found in the account information drop down menu  
  • If the account number is not on the check, please include a slip of paper with your M1 IRA account number written on it.  

3. Have the rollover check sent to:

Apex Clearing c/o BPO  

350 North St. Paul Street #1300  

Dallas, TX 75201  

 

If the brokerage sends the check to you directly, then you will need to send the check to Apex Clearing Corporation at the address above. You will also need to include the IRA Deposit Slip with your check attached below.  

If the check is made out to you, please make sure to endorse the check. After the check is sent, please allow 20 days before contacting M1.  

 

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