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M1 Finance | Support
Transfers

Transfers

Cash

Cash Deposits
Cash Withdrawals
Withdrawal Timing
Funding History Details
Limits on Transferring Money
Initial Deposit Aftermath

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Brokerage and IRA Transfers

Explanation of an ACAT Transfer
Steps to Transfer Another Brokerage Account into M1
Transfer from Another Brokerage Timing
Securities that can be Transferred to M1
Transferred a Security that is not in your M1 Portfolio
Transferring Out of M1

Bank Connections

Connecting Bank
Banks that M1 Supports
Banks that M1 Finance does not Support

Rollovers

Roll Over your 403(b) into an M1 IRA
Roll Over your 401(k) into an M1 IRA

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M1 Holdings Inc. provides a range of financial services through its operating subsidiaries. M1 Finance LLC and M1 Spend LLC are wholly-owned subsidiaries of M1 Holdings Inc. and are separate but affiliated companies. 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 Finance LLC is a SEC registered broker-dealer and Member FINRA / SIPC. You can check the background of M1 Finance LLC on FINRA's BrokerCheck. SIPC protects securities customers of its members up to $500,000 (including $250,000 for claims for cash). SIPC insurance does not protect against loss in the market value of securities. Investments are not FDIC insured and may lose value. Please consider your objectives and M1 fees before investing. Past performance is not a guarantee of future results. Using margin involves risks: you can lose more than you deposit, you are subject to a margin call, and interest rates may change. Not an offer, solicitation of an offer, or advice to buy or sell securities in jurisdiction where M1 Finance LLC is not registered.

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