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Getting Started

Getting Started

New to M1? Start here.

What is M1?

Intro to M1 webinar
M1 glossary
How M1 Finance trades
M1 Plus perks
Testing the M1 platform
Investment advice from M1

Opening my M1 account

Account types that M1 supports
Does M1 support joint accounts?
Open my account
Open an Inherited IRA
Open an IRA account
Open a Custodial account (UTMA/UGMA)

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Creating my M1 portfolio

Create my M1 portfolio
Edit my M1 portfolio
Invest in a second Pie
What are M1 Expert Pies
Invest in my Custom Pies
Share a Custom Pie

Connecting my bank

Connecting and verifying my bank account
Information on Plaid
Banks that M1 supports

Making deposits

My first deposit
Set up recurring deposits
What are Smart Transfers?

M1's Partners

M1's clearing firm- Apex Clearing
M1's partner bank - Lincoln Savings Bank

Promotions

$50 referral credit!

Still Need Help?

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Check the background of M1 Finance LLC on FINRA's BrokerCheck

By using this website, you accept our Terms of Use and Privacy Policy and acknowledge receipt of all disclosures in our Disclosure Library. All agreements are available in our Agreement Library. M1 relies on information from various sources believed to be reliable, including clients and third parties, but cannot guarantee the accuracy and completeness of that information. M1 refers to M1 Holdings Inc., and its affiliates. M1 Holdings is a technolo- gy company offering a range of financial products and services through its wholly-owned, separate but affiliated operating subsidiaries, M1 Finance LLC and M1 Spend LLC.

Brokerage products are: Not FDIC Insured • No Bank Guarantee • May Lose Value

M1 Plus is an annual membership that confers benefits for products and services offered by M1 Finance LLC and M1 Spend LLC, each a separate, affiliated, and wholly-owned operating subsidiary of M1 Holdings Inc. “M1” refers to M1 Holdings Inc., and its affiliates.

All investing involves risk, including the risk of losing the money you invest, and past performance does not guarantee future performance. Borrowing on margin can add to these risks, and you should learn more before borrowing. Nothing in this informational site is an offer, solicitation of an offer, or advice to buy or sell any security and you are encouraged to consult your personal investment, legal, and tax advisors.

Brokerage products and services offered by M1 Finance LLC, an SEC registered broker-dealer and Member FINRA / SIPC.

No minimum balance to open account. No minimum balance to obtain APY (annual percentage yield). APY valid from account opening. Fees may reduce earnings. Rates may vary.

M1 Spend checking accounts furnished by Lincoln Savings Bank, Member FDIC. M1 Visa^© Debit Card is issued by Lincoln Savings Bank, Member FDIC.

All product and company names are trademarks™ or registered® trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them.

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