If you do not see your brokerage from the dropdown menu, please select "Other"
Please enter only one account number at a time. If you would like to submit multiple account transfer, please submit an individual request for each.
If you are looking to roll over a 401(k), 403(b), 457(b) or other employer-sponsored retirement plan, please visit M1's roll over article on the previous page.
*M1 Finance does not accept direct transfers under $1,001.
If you select "Full", your entire account will be transferred. This includes all holdings, cash, and margin (if applicable). All supported assets will be transferred in-kind. Any unsupported assets, such as mutual funds and OTC securities, will be liquidated and reinvested upon receipt. M1 cannot transfer fractional shares. This means any whole shares will transfer while any fractional shares will be liquidated.
Example: "AAPL - 4", "JNJ - ALL". If you would like to transfer cash from your brokerage account, enter "CASH - $1,234.56".
Please enter the details of your request. A member of our Client Success team will respond within one business day.
