Cash

• How do cash deposits work?
• How do cash withdrawals work?
• How long does my withdrawal take?
• What do I pay for margin?
• What is margin?
• Where can I see funding history details?

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Bank Connections

• Connecting Bank
• How often is my bank account balance refreshed?
• What banks do you support?
• Are there any banks that M1 Finance does not accept?

Brokerage and IRA Transfers

• What is an ACAT transfer?
• I want to transfer another brokerage account into M1 - what do I do?
• How long does a transfer from another brokerage take?
• What securities can I transfer to M1?
• I've transferred a security that is not in my M1 portfolio. What will happen?
• I want to transfer out of M1 - what do I do?

Rollovers

• Can I roll over my 403(b) into an M1 IRA?
• Can I roll over my 401(k) into an M1 IRA?