M1 Finance up to $4,000 Bonus for Account Transfer

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Get up to $4,000 when you transfer funds from another brokerage over to M1 Finance with this offer. Get the details below.

See Posts History below for more offers from M1 Finance.

M1 Finance Offer Details

Transferring $50,000+ from another brokerage can earn you money to invest with M1. This offer has been extended a few times so check the link below.

Open an M1 account that matches the account type you’re transferring.
Upload your documents securely through our encrypted form.
Let their team take care of the rest. Most transfers are completed within 5-7 days.

Here are the bonus tiers:

Transfer Account Value	Promotional Credit
$50,000 – $99,999.99	$100
$100,000 – $249,999.99	$250
$250,000 – $499,999.99	$500
$500,000 – $999,999.99	$1,000
$1,000,000 – $1,999,999.99	$2,000
$2,000,000+	$4,000

OFFER LINK

Note: If you don’t have an M1 account yet, you can sign up with a bonus here.

Terms

During the Promotion Period, this promotional offer is valid for new and existing M1 customers who successfully complete an Automated Customer Account Transfer Service (“ACATS”) of at least $50,000 in aggregate during the Promotion Period (the “November Promotion”).
The appropriate M1 account must receive instructions to complete an ACATS prior to expiry of the Promotion Period.
Any unsuccessful ACATS will be deemed ineligible.
This offer is non-transferable, and not valid with any of the following: (i) internal transfers, (ii) ACH deposits (bank transfers), (iii) wire transfers, or (iv) direct 401(k) rollovers.
Cryptocurrency is not eligible for ACATS. Additionally, any security transferred via ACATS that is not traded by M1 will be liquidated, including but not limited to Mutual Funds and Over-The-Counter securities.
If you satisfy the aforementioned conditions, M1 will make a one-time deposit into the cash balance of your M1 taxable investment account equal to the applicable Promotional Credit based on the aggregate Transfer Account Value on June 6, 2023 (the “Payout Date”), however, the following accounts are ineligible to receive any Promotional Credit: any retirement, custodial or trust accounts.
The “Transfer Account Value” is determined as the current market value of all holdings and cash transferred during this Promotion Period, in aggregate, on the day the transfer is completed to the qualifying account which must remain equal to, or greater than, the value after the net deposit was made (minus any losses due to trading, market volatility or margin debit balances) at time of the Payout Date.
Reallocation of any Transfer Account Value funds transferred for this Q4 Promotion either externally, or internally to any other M1 services (e.g., M1 Spend), prior to the Payout Date will disqualify you from the Q4 Promotion.
The Promotion Credit deposited by M1 is a fixed cash value and does not constitute stock or any other security, nor is it a recommendation to buy any specific stock or other security.
M1 Finance may charge the account for the cost of the offer at its sole discretion.
M1 reserves the right to restrict or revoke this offer at any time.
This is not an offer or solicitation in any jurisdiction where we are not authorized to do business.