Logo
    M1 Finance Setup

    M1 Finance Setup

    • Setting up your Account
    • How to transfer accounts
    • Closing your account
    • More questions?

    Setting up your Account

    1. First, click this link to register
    2. After you register, login to see this page:
      3. image
    3. Click "Continue" to get to this page:
      4. image
    4. Click "Continue" again to get to this page (yours might look different):
      5. image
    5. Pick three random ones (we will be changing them later) and press "Continue" again to get to this page:
      6. image
    6. Click "Continue" again (don't worry about the percentages, we will change those as well) to get to this page:
      7. image
    7. Keep clicking "Continue" until you get to the page below:
      8. image
    8. Enter your phone number, click "Continue" again, and then enter the code on this page:
      9. image
    9. Again, click "Continue" to get to this page:
      10. image
    10. Fill in your information, and then click "Continue" again:
      11. image
    11. Fill in your information once more and then again click "Continue" until you get to this page:
      12. image
    12. Keep filling your information until you get to this page where you will enter your social security number:
      13. image
    13. Then, fill out the check boxes on this page and then click "Continue"
      14. image
    14. Make sure that everything looks OK on the next page and then click "Confirm".
    15. Then, you'll get to this page:
      16. image
    16. Once here, you can connect your bank(s) to M1 Finance. Follow the steps for the option you chose above.
    17. Done!

    How to transfer accounts

    Click here to go to M1 Finances' step-by-step walkthrough on how to transfer another brokerage account into M1.

    Closing your account

    For this, read M1 Finances guide by clicking here.

    More questions?

    Send them over by clicking here.

    💸The Automatic Millionaire