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|
- 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.
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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