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M1 Finance | Help Center
Transfers

Transfers

All money movements between M1, your bank and other brokerages

Deposits and Withdrawals

Initiate a deposit or withdrawal
Set up recurring deposits
How do I create a wire transfer?
Steps to liquidate account

Brokerage and Retirement Account Transfers

How to transfer a brokerage account into M1?
How do I rollover my retirement account into an M1 IRA?
What securities can I transfer?
How to prepare for my incoming brokerage account transfer
Explanation of an ACAT transfer
My transferred security was liquidated

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Manage transfers

Create transfers in my M1 account
How to transfer between M1 accounts
Funding history
Where to manage my bank connection

Transfer timing

Money transfers timing
How long do deposits take?
How long do withdrawals take?
How long will my brokerage account transfer take?
How long does it take to transfer between accounts?
When will I receive my credit from my brokerage transfer promotion?

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