This is not an offer or solicitation in any jurisdiction where we are not authorized to do business. M1 reserves the right to restrict or revoke this offer at any time. M1 Finance may charge the account for the cost of the offer at its sole discretion. 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. Reallocation of any Transfer Account Value funds transferred for this Winter Promotion either externally, or internally to any other M1 services (e.g., M1 Spend), prior to the Payout Date will disqualify you from the Winter Promotion. 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. 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 2 based on the aggregate Transfer Account Value 1 (see table below) on Decem(the “Payout Date”), however, the following accounts are ineligible to receive any Promotional Credit: any retirement, custodial or trust accounts. 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. 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.Ĭryptocurrency is not eligible for ACATS. Any unsuccessful ACATS will be deemed ineligible. The appropriate M1 account must receive instructions to complete an ACATS prior to expiry of the Promotion Period. Promotion Period: Decem(12:00 AM EST) through Ma(11:59 PM EST).ĭuring 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 (“Transfer Account Value 1”) during the Promotion Period (the “Winter Promotion”). Promotional Credits (see table below) will be paid to eligible clients on December 5, 2023. Submit a transfer request from another brokerage account during the Promotion Period. if you are transferring securities from a joint brokerage account, you’ll need a joint brokerage account open at M1).ģ. Ensure you have an account open at M1 that matches the account type you’re transferring (e.g. Get a copy of a recent account statement from your brokerage.Ģ. Winter ACATS Promotion: Transfer a brokerage account to M1 and earn up to $10,000ĭuring the Promotion Period, new and existing M1 customers that transfer a brokerage or retirement account to M1 can earn up to $10,000.
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