Transfer your account to M1

Why track accounts across multiple sites when you can build wealth on one powerful platform? It’s fast, easy, and secure.

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Move your investments in 3 steps

1. Open an M1 account that matches the account type you're transferring. 2. Upload your documents securely through our encrypted form. It only takes 4 minutes. 3. Let our team take care of the rest. Most transfers are completed within 5-7 days.
1. Open an M1 account that matches the account type you're transferring. 2. Upload your documents securely through our encrypted form. It only takes 4 minutes. 3. Let our team take care of the rest. Most transfers are completed within 5-7 days.

Thousands of clients have brought assets to M1 to the tune of $2.1 billion.

$320+ million

from Vanguard

$300+ million

from Fidelity

$240+ million

from TD Ameritrade

Account Transfer FAQs

Go to M1’s Help Center

M1 performs in-kind transfers, which allow you to bring over any supported securities you have at your current brokerage. Learn more about the securities you can transfer into M1.
 

Use the M1 Research tab to add the stocks and funds you are transferring to your current portfolio. Securities will be displayed outside your Pie upon arrival.

Learn more about getting ready for a brokerage transfer.

We condensed thousands of client questions into nine common myths about the account transfer process.
Learn more about account transfer myths.

Total control, total automation for your wealth today and tomorrow.

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1If you choose to transfer your account to another broker-dealer, only the full shares are guaranteed to transfer. Fractional shares may need to be liquidated and transferred as cash.