How do I close my M1 account? 

 

Step 1 

If you have any cash or assets (stocks, funds) in your account, be sure to liquidate your M1 account first.  

 

Step 2  

If you have recurring deposits set up, you can cancel future scheduled deposits by: 

1. Click “Transfers”

2. Click “Rules”

 

M1 Finance web account screen showing transfers tab, rule section

  1. Click on your recurring deposit.
  2. Click “Edit”

M1 Finance web account screen showing recurring transfer details screen after you click edit

5. Click “Delete” 

M1 Finance web account screen showing how to delete recurring transfer

Step 3 

To continue to close your account, click the button below and submit a ticket. Please allow three to four business days for your account to be closed.  

 

Close_account_button.png

 

 

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