You are using an outdated/unsupported browser. Please upgrade your browser to improve your experience.

Return to M1 Finance

Support Center

M1 Finance | Support
Transfers

Transfers

Cash

Cash Deposits
Cash Withdrawals
Withdrawal Timing
Paying for Margin
Explanation of Margin
Funding History Details

See all 17 articles

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
Bank Account Balance Refreshed
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

M1's Support team is here to help

CONTACT US

Submit a Request

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

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.

M1 Spend checking accounts furnished by Lincoln Savings Bank, Member FDIC. M1 Visa^TM Debit Card is issued by Lincoln Savings Bank, Member FDIC, pursuant to a license from Visa U.S.A., and serviced by M1 Spend LLC. M1 Spend LLC is not a bank. Visa is a registered trademark of Visa International Service Association. 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.

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.
Address: 213 W Institute Pl, Ste. 301, Chicago, IL 60610

© Copyright 2018 M1 Holdings Inc.