During the first two weeks of October, transfer from any brokerage account or IRA and earn up to $2500! Here's how to get started:
Step 1 - Submit
Submit a transfer from another brokerage between 10/1/2019 through 10/21/2019. To learn more about transferring an account and to get started you can click here.
Step 2 - Payout!
Payments for all eligible transfers will be made on 11/15/2019. Below is the credit you will receive based on the current market value of the account transferred:
Terms and Conditions
Important Terms & Conditions
Offer applies to direct account transfers initiated between 10/1/2019 and 10/21/2019 from participating brokerages. Offer does not apply to securities held in DWAC/DRS or 401(K) rollovers. Payments for eligible transfers will be made on 11/15/2019.
Your participation in M1 Finance's Transfer Promotion Program is subject to the following terms and conditions
Through the M1 Finance Transfer Promotion Program you have the opportunity to earn a promotional credit based on the account value :
|$20,000 to $100,000||$100|
|$100,001 to $250,000||$250|
|$250,001 to $500,000||$500|
|$500,001 to $1,000,000||$1,000|
The account value is determined as the current market value of all holdings and cash on the day the transfer is completed.
You agree that your participation in the M1 Finance Transfer Promotion Program will conform to the terms contained herein as well as the provisions of the Investment Advisers Act of 1940, 15 U.S.C. ß 80b-1, and the rules thereunder. You hereby represent that: (1) you are not subject to any statutory disqualification set forth in Sections 203(e) and 203(f) of the Investment Advisors Act (or any amended or replacement regulatory provision(s)); (2) you are not currently the subject of any investigation or proceeding which could result in statutory disqualification; and (3) you do not have a "place of business" at which you regularly provide investment advisory services, solicit, meet with, or otherwise communicate with clients, or any other location that is held out to the general public as a location at which you provide investment advisory services, solicit, meet with, or otherwise communicate with clients in any U.S. state. If you cannot accurately make the preceding representations, you may not participate in the M1 Finance Transfer Promotion Program. If you are currently participating in the M1 Finance Transfer Promotion Program and the preceding representations become inaccurate, you agree to immediately inform M1 at email@example.com.