New users can earn an M1 Finance bonus of up to $20,000 to invest when transferring a brokerage account to M1 and meeting the offer requirements. This is the best offer we’ve seen from M1. Promotional terms and conditions apply.
Maximize your investment portfolio with the M1 Finance bonus. By transferring your brokerage account to M1 Finance, you can earn an impressive bonus of up to $20,000 to invest, making it the most lucrative offer M1 has ever presented. This M1 Finance bonus not only enhances your investment capabilities but also aligns with your financial goals through its user-friendly platform.
Dive into the details of this unparalleled promotion and discover how meeting specific offer requirements can significantly boost your investing journey, all while ensuring you’re well-informed about the applicable terms and conditions.
Recent Updates
- Update 4/22/2024: The offer may have expired (expiration date passed) but landing page still active. Worth a try. More M1 Finance bonuses here.
- Update 2/16/2024: This strong offer is still being offered.
- Update 12/26/2023: Two new tiers added: $15,000 and $20,000. New users can now earn up to $20,000. See the new tiers below.
- Update 12/21/2023: The offer is now up to $10,000. See tiers below.
- Update 11/6/2023: The expiration date is fast approaching.
- Update 10/7/2023: New offer is good through 11/15/2023 and you can now get up to $15,000 in bonuses.
- Update 8/2/2023: Offer is still available for up to $10,000.
- Update 6/27/2023: Offer has updated to a $10,000 maximum offer from the previous $15,000 maximum.
- Update 5/7/2023: Offer extended through 6/17/2023.
- Update 4/26/2023: New offer is for up to $15,000 for transferring over to M1 Finance.
- Update 2/28/2023: Offer is set to be extended through 3/31/2023.
See the bottom of this page for more offers from M1 Finance.
M1 Finance Bonus Details
Here’s how it works:
- After you open an account with M1 Finance (use link below), open the app
- Select Transfer from another brokerage from the Move Money screen in the app
- Choose the type of account you want to transfer
- Select your brokerage
- Enter your account number and their team will take care of the rest
Here’s how the M1 Finance bonus tiers break down:
| Transfer Account Value | Promotional Credit |
|---|---|
| $100,000 – $249,999 | $250 |
| $250,000 – $499,999 | $1,000 |
| $500,000 – $999,999 | $2,000 |
| $1,000,000 – $1,999,999 | $4,000 |
| $2,000,000 – $4,999,999 | $10,000 |
| $5,000,000 – $6,999,999 | $15,000 |
| $7,000,000+ | $20,000 |
Terms
Promotion Details:
- Promotion Period: December 26, 2023, to March 31, 2024.
- Available for new and existing M1 customers.
- Eligible customers must complete an Automated Customer Account Transfer Service (ACATS) transfer of at least $100,000 during the Promotion Period.
Steps to Participate:
- Obtain a recent account statement from your current brokerage.
- Ensure you have a matching account type open at M1.
- Submit a transfer request from your brokerage account during the Promotion Period.
- Eligible clients will receive Promotional Credits on December 5, 2024.
Promotional Credits:
- Credits are based on the Transfer Account Value (see table below).
- Credits will be deposited into M1 taxable investment accounts.
- Accounts ineligible for credits: retirement, custodial, or trust accounts.
- Credits are fixed cash values, not stocks or securities.
Additional Conditions:
- Not valid for internal transfers, ACH deposits, wire transfers, or direct 401(k) rollovers.
- Cryptocurrency is not eligible for ACATS.
- Transferred securities not traded by M1 will be liquidated.
- Reallocation of transferred funds before the Payout Date disqualifies from the Promotion.
- Offer not combinable with other ACATS promotions.
- Offer valid for legal U.S. residents, 18 years and older.
General Conditions:
- Participants release M1 and its affiliates from liability.
- Applicable federal, state, and local laws and regulations apply.
- Tax responsibility for promotional offers rests with customers.
- Consult a legal or tax advisor for tax code changes and rollover rules.
TRENDING DEAL:
▶ GET UP TO $700 BONUS CASH WITH THIS INVESTING OFFER FROM J.P. MORGAN
Our Take on the M1 Finance Bonus Offer
Up from the previous $10,000 maximum offer. See the links below for their other offers.
More M1 Finance Bonus Offers & Promotions:
- Best M1 Finance Bonuses: $250 to $20,000 Offers September 2024
- M1 Finance Bonus: Up To $500 Brokerage Promotion – Ended
- M1 Finance Owner’s Rewards Card: Get Up To 10% Cash Back
- M1 Finance Checking Account Earns 3.30% APY – Ended
- M1 Finance Crypto Up To $200 Bonus Offer – Ended
- M1 Finance: Investment Account Up To $1,500 Bonus For Recurring Deposits – Ended
- [No Longer Accepting New Accounts] M1 Finance High-Yield Savings Account Earns 5.00% APY For M1 Plus Members
- M1 Finance Offer: Get $75 off M1 Plus, Pay $50 For 1 Year – Ended
- M1 Finance: Up To $15,000 Transfer Bonus – Ended
READ MORE: SEE THE BEST BANK BONUSES HERE AND THE BEST INVESTING BONUSES HERE.
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