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Transfers

Transfers

All money movements between M1, your bank and other brokerages

Deposits & Withdrawals

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

Brokerage & 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

See all 7 articles

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?
Why haven’t my funds withdrawn from my Invest account?
How long will my brokerage account transfer take?
How long does it take to transfer between accounts?

See all 7 articles

Still Need Help?

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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.

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