When will I receive my credit from my brokerage transfer promotion?  

 

Transfers submitted after September 30, 2021 

Promotional credits will be paid 150 days after the client’s sign-up date with M1. The credit will be based upon the aggregate value of all brokerage or retirement accounts transferred within the initial 60 day period. Learn more about the terms and conditions of this promotion.  

  

Promotion eligibility 

To be eligible for this promotion you must submit a brokerage account transfer within 60 days from your sign-up on M1 through the Automated Customer Account Transfer Service (ACATS) after June 1, 2021. 

Cryptocurrency is not eligible for ACATS. Additionally, any security transferred via ACATS that is not traded by M1 will be liquidated, including mutual funds and over-the-counter securities.  

Cash transfers and rollovers are not eligible for this promotion. 

 

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