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

 

Transfers submitted from April 5, 2021 through May 31, 2021  

Promotional credits will be paid to eligible clients on August 31, 2021. The credit will be based upon the aggregate value of all brokerage or retirement accounts transferred within the same 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 through the Automated Customer Account Transfer Service (ACATS) between April 5, 2021 and May 31, 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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