M1 Finance: Up To $5,000 Bonus When You Roll Over Retirement Plan

Earn up to $5,000 when you roll over your retirement plan. Got a 401(k), 403(b) or another employer-sponsored retirement plan? Roll it over to M1 to avoid fees, consolidate funds, and earn a big investing bonus. Promotional terms and conditions apply.

• Update 8/18/2023: Deal is set to end on August 31, 2023.

See the bottom of this page for more offers from M1 Finance.

M1 Finance Offer Details

Here’s how it works:

• Initiate a rollover by calling your plan provider.
• Instruct them to make the check payable to Apex Clearing FBO* [YOUR NAME], including your name and M1 account number in the memo line.
• Ensure the check is sent via guaranteed mail to Apex Clearing c/o BPO, located at 350 North St. Paul Street #1300, Dallas, TX 75201.
• Expect your funds to arrive in your M1 account within one to two weeks.

Here’s how the bonus tiers break down:

Aggregate Rollover Amount	Bonus
$50,000 – $99,999	$250
$100,000 – $249,999	$500
$250,000 – $499,999	$1,000
$500,000 – $999,999	$2,500
$1,000,000+	$5,000

Terms

• The promotional offer is valid during the Promotion Period for new and existing M1 customers who complete a retirement account rollover of at least $50,000 in aggregate.
• The rollover funds must be requested and received by the M1 retirement account within specific timeframes.
• Internal transfers, ACH deposits, and wire transfers are not eligible for retirement rollovers.
• Any securities not traded by M1 will be liquidated, including Mutual Funds and Over-The-Counter securities.
• If all conditions are met, M1 will make a one-time deposit into the cash balance of the M1 Payment Account based on the Transfer Account Value.
• The Transfer Account Value is calculated as the current market value of transferred holdings and cash, minus any losses, at the Payout Date.
• Reallocation of funds before the Payout Date will disqualify participants from the promotion.
• The Promotional Credit is a fixed cash value and not a recommendation to buy specific securities.
• M1 reserves the right to restrict or revoke the offer at any time.
• The offer is not available where prohibited by law.
• The Promotional Credit is deposited into a designated Payment Account, which must be an individual or joint brokerage account.
• The offer is non-transferrable and limited to legal U.S. residents who are 18 years or older.
• M1 may terminate the offer, limit account bonuses, or recover awards obtained under wrongful or fraudulent circumstances.
• By participating in the promotion, participants agree to release M1 and its affiliates from liability.
• Taxes related to the promotion are the responsibility of participants.
• Personal information collected will be used in accordance with M1’s Privacy Policy.

Bottom Line

The offer presents an opportunity for individuals to earn a one-time cash deposit into their M1 Payment Account by completing a retirement account rollover of at least $50,000.

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