M1 TRUSTS
Leave your investments to the ones you love
You’ve spent years building it. Make sure to share it with the ones you love. Manage your trust on M1 to automate the tedious parts of investing—and focus on enjoying life with the ones you love.

Supported 
trusts on M1
M1 supports both revocable and irrevocable trusts that are authorized to invest in stocks. The trust must be a U.S. domestic trust and be in good legal standing. The minimum account value for Trust Accounts is $5,000.Â
Revocable trusts
The grantor or originator maintains control of the trust until their passing. Only after death do the assets transfer to the beneficiaries.
Irrevocable trusts
This type of trust can offer protection from future creditors, but the originator tends to have less control.
The benefits 
of establishing a trust
Protect your wealth
A properly constructed trust can help protect your legacy from financial complications, such as creditors, mismanagement, and estate taxes.
Stay on top of estate planning
Trusts can help direct how your estate will be handled after your death, including reducing estate taxes and preventing probate.
Manage assets for loved ones
A trust can be used to financially plan for loved ones who cannot manage their assets by themselves due to a medical condition.
Maintain privacy
During probate, the state typically settles all affairs publicly. But a trust can help prevent your assets from becoming public in the event of your passing.Â
How to set up an M1 Trust Account
1
Establish your trust
Most trusts are set up with help from your estate planning/family attorney.
2
Open your M1 account
If you don’t have one already, you’ll need to sign up to get started.
3
Complete all forms
Have your trust agreement on hand while completing your paperwork.
4
Start investing
Once your Trust Account is established, build a portfolio and automate the rest.
Your M1 Trust questions, answered
M1 and its affiliates do not provide tax, legal, or accounting advice. This material has been prepared for informational purposes only. It is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction.
SAIF-03282025-c6ngvdng