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Transferring an IRA from Another Institution

Yes, transferring your traditional, Roth, or SEP IRA into an M1 IRA is an easy process. Email your most recent IRA statement to transfers@m1finance.com. We will confirm receipt and begin the transfer process, which usually takes 5-7 days. 

If you need help, please reach out to us at transfers@m1finance.com or support@m1finance.com

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