M1 Finance: Up To $15,000 Transfer Bonus – Ended

This offer has ended but see this offer for up to $20,000 transfer bonus.

Earn up to $15,000 when you transfer your brokerage account to M1. Promotional terms and conditions apply.

• Update 12/10/2023: The offer is now up to $10,000 rather than $15,000 and extended through 12/25/2023. More bank bonuses of more than $1,000 here.
• Update 10/22/2023: The offer is good through 11/15/2023.
• 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

During the promotional phase, both new and current M1 clients who shift their brokerage or retirement accounts to M1 have the chance to earn up to $10,000. Follow these steps to begin:

1. Obtain a recent statement from your current brokerage.
2. Make sure you’ve set up a corresponding account type at M1 to which you’ll be moving funds (for instance, if you’re transferring assets from a joint brokerage account, you should have a joint brokerage account already set up at M1).
3. Initiate a transfer from your other brokerage account within the promotional time frame. Click here to initiate the process.
4. Eligible participants will receive Promotional Credits (refer to the table below) on September 30, 2024.

Here’s how the bonus tiers break down:

Transfer Account Value	Promotional Credit
$50,000 – $249,999.99	$250
$250,000 – $499,999.99	$1,000
$500,000 – $999,999.99	$2,000
$1,000,000 – $1,999,999.99	$4,000
$2,000,000+	$10,000

Terms

• Any Promotional Credits will not be applied for any transfer which has completed retroactively.  
• This Promotion is independent from the M1 Referral Promotion available to you at any given time, but you are expressly prohibited from qualifying for or combining this Promotion with any other ACATS promotion during this Promotion Period, if any.  
• This promotion is not valid with any other offers and is non-transferrable. Offer available only to individuals who are 18 years or older and are legal U.S. Residents. M1 reserves the right to terminate this offer at any time, to limit the amount of account bonuses you are eligible to receive, and to refuse or recover any promotion award if M1 determines that it was obtained under wrongful or fraudulent circumstances, that inaccurate or incomplete information was provided, or that any terms of the M1 Terms of Use or Account Agreement have been violated. This offer is not valid if the name on the M1 account is different than the name on the outside brokerage account requested for the ACATs. 
• General Conditions: By participating in this Promotion, you agree to release, discharge, indemnify, and hold harmless, M1, its affiliates, retailers, and advertising and promotion agencies, and all of their respective officers, directors, members, managers, partners, and employees from any liability or damages that may arise out of participation in this Promotion or out of acceptance, use, misuse or possession of the cash deposit attained through this promotion. All applicable federal, state, and local laws and regulations apply. 
• Taxes related to M1 promotional offers are your responsibility. All promotional items and cash received during the calendar year will be included on your consolidated Form 1099. You are encouraged to consult a legal or tax advisor for the most recent changes to the U.S. tax code and for rollover eligibility rules. 
• Your Personal Information: Personal information collected in connection with this offer will be used in accordance with M1’s Privacy Policy. 
• Promotion Period: November 16, 2023 (12:00 AM EST) through December 25, 2023 (11:59 PM EST).  

Bottom Line

The offer presents an opportunity for individuals to earn a one-time cash deposit into their M1 Account for up $10,000 bonus. The upper tier had been as much as $15,000.

More from M1 Finance:

• Best M1 Finance Bonuses: $250 to $20,000 Offers September 2024
• M1 Finance Bonus: Up To $500 Brokerage Promotion – Ended
• M1 Finance Bonus: Up To $20,000 For M1 Invest Brokerage, New $15K and $20K Tiers – 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

READ MORE: SEE THE BEST BANK BONUSES HERE AND THE BEST INVESTING BONUSES HERE.