Where to manage my bank connection

Spend Enrolled 

You can manage your bank connections via the ‘Transfers Tab’. You have one external bank shared across all Spend and Invest accounts.  

 M1 Finance mobile account screen transfers tab


Not Spend Enrolled  

If you haven’t had a chance to enroll in M1 Spend – you can manage your external bank connection within the Invest tab. Heads up – you have a bank connection per each brokerage account you have. 

M1 Finance mobile account screen showing bank connection on Invest tab

**All images are for illustrative purposes only


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