Types of Accounts Available at M1
Brokerage accounts:
Individual Brokerage Accounts
Joint Brokerage Accounts
Retirement Accounts
Traditional, Roth, & SEP IRAs
IRA rollovers
401K Rollover into IRA
If you need help rolling over an existing 401K into an M1 IRA, please contact M1 at rollovers@m1finance.com.
If you are looking to transfer an existing IRA into an M1 IRA, you can find IRA transfer instructions here.
Trust Accounts
Trust accounts can be set up in M1 via our paper account opening process. When you select “trust” as your desired account type in our sign up process, we will send you a set of forms that you will need to fill out and return to us. As soon as the trust account application is processed, you will be able to manage your account on the platform in the same way you would a typical M1 taxable brokerage account.
