Open an Inherited IRA

To open an Inherited IRA, also known as a "Beneficiary IRA" at M1, you will need to complete one of the forms below.  

  

If you are opening an Inherited Roth IRA, download and fill out the “Beneficiary Roth IRA form”. If you are opening an Inherited Traditional IRA, download and fill out the “Beneficiary Traditional IRA form”.  

 

Select Beneficiary (Traditional or ROTH) IRA under the Account Type field and include name of the deceased. 

  

Next, send the documents to newaccounts@m1finance.com. We will follow up with you via email and open your account within 2-3 business days.

 

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