Here you can find the most recent M1 Finance promotions, bonuses, and offers.
Update 4/18/24: M1 Finance is offering up to $500 bonus when opening a new account and completing an account transfer of $10K minimum.
M1 Finance Promotions Review
M1 Finance offers innovative technology, tools and features so you can control your own wealth-building with our flexible and easy-to-manage tools.
They provide a intelligent, seamlessly integrated money management platform that puts your financial future in your hands.
I’ll go over M1 Finance offers below.
(at M1 Finance)
M1 Finance Up To $500 Bonus
- What you’ll get: Up To $500 bonus
- Where it’s available: Nationwide
- How to earn it:
- Open a new M1 Finance Account and earn up to a $500 bonus.
- Deposit $10,000 or more within two weeks of opening your new M1 Brokerage Account and get a cash bonus of $75 – $500 deposited to that account.
- Bonus Tiers:
- $75 bonus: when you transfer an account of $10,000 – $29,999
- $150 bonus: when you transfer an account of $30,000 – $49,999
- $250 bonus: when you transfer an account of $50,000 – $99,999
- $500 bonus: when you transfer an account of $100,000+
(Expires 12/31/2024)
J.P. Morgan Self-Directed Investing (Up to $700 Cash) | TradeStation ($3500 Cash) |
M1 Finance (Up to $500 Cash) | Webull (Free Stocks) |
M1 Finance Custodial Account
With many years ahead to build wealth, adults are in a great position to set children in their lives up for financial success. That’s where M1 Custodial Accounts come in—exclusive to M1 Plus.
Give a child a strong start
- A financial gift. UTMA/UGMA accounts allow you to invest on a child’s behalf and help prepare for future financial needs. These funds can be used for anything benefiting the child.
- There when they need it. As a custodian to the account, you control the investment strategy until its beneficiary comes of age (age 18 to 25, depending on your state).
- Time is on their side. Investing early on a child’s behalf helps give them a financial advantage compared to those who begin investing in adulthood.
(at M1 Finance)
M1 Finance $10 Sign Up Bonus
- What you’ll get: $10 bonus
- Where it’s available: Nationwide
- How to earn it:
- Open a new M1 Finance account online using our referral link
- Fund your account within 90 days.
- Maintain your initial qualifying funding for 90 days.
- Once you’ve met the qualifications, you’ll see a $10 bonus in your account under Settings > Promotions.
- When it expires: None listed
(Our Referral Link)
M1 Finance $50 Bonus & $50 Referral
Receive a $50 bonus when you sign up using a member’s referral link and fund your account.
- What you’ll get: $50 Bonus & $50 Referral
- Where it’s available: Nationwide
- How to earn it:
- $50 Bonus:
- Open a new M1 Finance account online via the referral link.
- Fund your account within 90 days.
- $100 minimum deposit for taxable accounts.
- $500 minimum deposit for IRAs.
- Maintain your initial qualifying funding for 90 days.
- 50 Referral:
- Open your M1 Finance Dashboard (mobile app) or click on your name (desktop site).
- Click “Refer & Earn.” This will only show if your account is funded.
- Sign up for the referral program.
- Choose which Payment Account you want to deposit your referral bonuses.
- Share your unique M1 Finance referral link with everyone you know.
- Receive your referral bonuses in your Payment Account within 14 days after your friend has signed up and funded their M1 Finance account.
- $50 Bonus:
- When it expires: None listed
(Our Referral Link)
M1 Finance Up To $20,000 Account Transfer Bonus (Expired)
- What you’ll get: Up To $20,000 bonus
- Where it’s available: Nationwide
- How to earn it:
- Transfer a brokerage account to M1 and earn up to $20,000.
- During the Promotion Period, new and existing M1 customers that transfer a brokerage or retirement account to M1 can earn up to $20,000. Here’s how to get started:
- Get a copy of a recent account statement from your brokerage.
- Ensure you have an account open at M1 that matches the account type you’re transferring (e.g. if you are transferring securities from a joint brokerage account, you’ll need a joint brokerage account open at M1).
- Submit a transfer request from another brokerage account during the Promotion Period. Click here to get started.
- Promotional Credits (see table below) will be paid to eligible clients on December 5, 2024, into their Payment Account^ only.
- Bonus Tiers:
- $250 bonus: when you transfer an account of $100,000 – $249,999.99
- $1,000 bonus: when you transfer an account of $250,000 – $499,999.99
- $2,000 bonus: when you transfer an account of $500,000 – $999,999.99
- $4,000 bonus: when you transfer an account of $1,000,000 – $1,999,999.99
- $10,000 bonus: when you transfer an account of $2,000,000 – $4,999,999.99
- $15,000 bonus: when you transfer an account of $5,000,000 – $6,999,999.99
- $20,000 bonus: when you transfer an account of $7,000,000+
(Expires 03/31/2024)
J.P. Morgan Self-Directed Investing (Up to $700 Cash) | TradeStation ($3500 Cash) |
M1 Finance (Up to $500 Cash) | Webull (Free Stocks) |
M1 Finance Up To $5,000 Retirement Rollover Bonus (Expired)
- Learn More at M1 Finance
- What you’ll get: Up To $5,000 bonus
- Where it’s available: Nationwide
- How to earn it:
- Let the good times roll with your nest egg in one place. Roll over your 401(k), 403(b) or another employer-sponsored retirement plan by March 31 and you could earn an investment bonus of $500–$5,000.
- Open an M1 IRA account. First, you’ll need to open a retirement account in M1.
- Initiate your rollover. Then, you’ll have to move your money from your account provider to M1.
- Check delivery and deposit
- Prepare you M1 account for your rollover check
- Promotional Credits will be paid to eligible clients on January 31, 2025
- Bonus Tiers:
- $500 bonus: $100,000 – $249,999 Aggregate Rollover Amount
- $1,000 bonus: $250,000 – $499,999 Aggregate Rollover Amount
- $2,500 bonus: $500,000 – $999,999 Aggregate Rollover Amount
- $5,000 bonus: $1,000,000+ Aggregate Rollover Amount
(Expires 03/31/2024)
J.P. Morgan Self-Directed Investing (Up to $700 Cash) | TradeStation ($3500 Cash) |
M1 Finance (Up to $500 Cash) | Webull (Free Stocks) |
M1 High Yield Savings Account
- *Offer currently unavailable*
- Earn 5.00% APY for M1 Plus Members with the M1 High Yield Savings Account
- FDIC-insured. Accounts are FDIC-insured up to $5 million.
- Save automatically. Contribute on a schedule so you’re always pushing toward long-term goals.
- Integrates with M1. It’s easier to see the big picture of your finances with more of your money in the same place.
(FDIC Insured)
M1 Finance M1 Plus Checking 3.30% APY (Expired)
- What you’ll get: 3.30% APY + 1% Cash Back
- Where it’s available: Nationwide
- How to earn it:
- Upgrade to an M1 Plus Checking to earn the 3.30% APY
Editor’s Note: M1 is no longer opening M1 Checking accounts. See FAQs.
M1 Finance Up To $15,000 Bonus (Expired)
- What you’ll get: Up To $1500 bonus
- Where it’s available: Nationwide
- How to earn it:
- Get up to $15,000 to invest when you transfer a brokerage account to M1 by November 15, 2023.
- During the Promotion Period, new and existing M1 customers that transfer a brokerage or retirement account to M1 can earn up to $15,000. Here’s how to get started:
- Get a copy of a recent account statement from your brokerage.
- Ensure you have an account open at M1 that matches the account type you’re transferring (e.g. if you are transferring securities from a joint brokerage account, you’ll need a joint brokerage account open at M1).
- Submit a transfer request from another brokerage account during the Promotion Period.
- Promotional Credits (see table below) will be paid to eligible clients on August 15, 2024.
- Bonus Tiers:
- $250 bonus: $100,000 – $249,999 Transfer
- $1,000 bonus: $250,000 – $499,999 Transfer
- $2,000 bonus: $500,000 – $999,999 Transfer
- $4,000 bonus: $1,000,000 – $1,999,999 Transfer
- $10,000 bonus: $2,000,000 – $4,999,999 Transfer
- $15,000 bonus: $5,000,000+ Transfer
(Expires 11/15/2023)
J.P. Morgan Self-Directed Investing (Up to $700 Cash) | TradeStation ($3500 Cash) |
M1 Finance (Up to $500 Cash) | Webull (Free Stocks) |
M1 Finance Up To $1500 Bonus (Expired)
- What you’ll get: Up To $1500 bonus
- Where it’s available: Nationwide
- How to earn it:
- Earn up to $1,500 when you set up recurring deposits.
- Set up recurring deposits to any of your M1 investment accounts by May 24, 2023 (feel free to split them up between your different accounts—brokerage accounts, retirement accounts and IRAs are all eligible).
- You can set whatever schedule you want: weekly, biweekly or monthly.
- If you complete at least 6 new monthly recurring deposits totaling at least $15,000 across your investment accounts, you’ll earn a bonus!
- Bonus Tiers:
- $100 bonus: Total Recurring Deposits to Investment Accounts through November 24 of $15,000 – $29,999
- $200 bonus: Total Recurring Deposits to Investment Accounts through November 24 of $30,000 – $59,999
- $500 bonus: Total Recurring Deposits to Investment Accounts through November 24 of $60,000 – $299,999
- $1500 bonus: Total Recurring Deposits to Investment Accounts through November 24 of $300,000+
(Expires 05/24/2023)
J.P. Morgan Self-Directed Investing (Up to $700 Cash) | TradeStation ($3500 Cash) |
M1 Finance (Up to $500 Cash) | Webull (Free Stocks) |
M1 Finance $100 Checking Bonus (Expired)
- What you’ll get: $100 bonus
- Where it’s available: Nationwide
- How to earn it:
- Open a new M1 Spend account between January 28 – March 31
- Deposit $2,500 within the first 14 days of account opening.
- Maintain your balance for 30 days for a $100 bonus deposit.
- When it expires: 03/31/2022
(Offer expires March 31, 2022)
M1 Finance Up To $500 Bonus (Expired)
- What you’ll get: $500 bonus
- Where it’s available: Nationwide
- How to earn it:
-
- Deposit $1,000 or more within two weeks of opening your new M1 Invest account to earn a cash bonus of up to $500 to the account.
- Bonus tiers:
- $30 bonus when you deposit $1,000 – $4,999.99
- $75 bonus when you deposit $5,000 – $9,999.99
- $150 bonus when you deposit $10,000 – $29,999.99
- $300 bonus when you deposit $30,000 – $49,999.99
- $500 bonus when you deposit $50,000+
-
- When it expires: 08/01/2022
(Offer expires August 1, 2022)
M1 Finance is a free automated investing platform that lets you create a portfolio consisting of investments of your choice. You also have the option to pick from pre-built ones. All you have to do is fund your account, and M1 Finance will do the rest.
M1 Finance Brokerage Bonuses
M1 designed their product features and tools to be customizable, easy to use, and automated so you can serve your unique financial needs. As a company they focus on putting your financial future in your hands.
Brokerage Account Features
All M1 Finance Accounts come with these features.
- Customization: Build a custom portfolio of the stocks and funds you want or choose from more than 80 expert portfolios.
- The Pie: M1 uses a Pie-based interface to make building and managing a portfolio easier and more intuitive than ever. Choose from more than 6,000 stocks and funds to build Custom Pies or select from nearly 100 Expert Pies.
- Digital Banking: M1 Spend integrates directly with the rest of M1, making money movements among your investments, your portfolio line of credit, and your checking account instant and seamless.
What Else To Open at M1 Finance
Keep your eye out for these great M1 Finance products:
- ETF: ETFs (Exchange Traded Funds) are bought and sold just like stock. Unlock exclusive access to a second trading window so you get even more control over when and how you invest
- Investment Account: Receive financial and retirement planning guidance from our advisory team, to help you take charge of your money.
Author’s Verdict
M1 Finance offers a $20 bonus & $20 referral. They provide a hands off approach so you can do what you need to do to maximize your finances. Get your financial life in check, tracked, and managed today with award winning financial tools and customer service!
For more current offers, check out our bank bonuses page. Compare M1 Finance rates for CDs and Savings with our best rates for Savings and CD accounts.
Be sure to check more popular bank promotions include Chase Bank, Discover Bank, TD Bank, Huntington Bank, HSBC Bank and many more.
Finally, remember to bookmark this page because you will always find an updated list of M1 Finance promotions here.
PROMOTIONAL LINK | OFFER | REVIEW |
J.P. Morgan Self-Directed Investing | Up to $700 Cash | Review |
Webull | Free stocks & free trades | Review |
PROMOTIONAL LINK | OFFER | REVIEW |
U.S. Bank Smartly® Checking | $400 Cash | Review |
Chase Private Client | $3,000 Cash | Review |
U.S. Bank Business Checking | $800 Cash | Review |
U.S. Bank Business Checking | $350 Cash | Review |
Chase Business Complete Checking® | $300 Cash | Review |
KeyBank Checking | $200 Cash | Review |
Chase Total Checking® | $300 Cash | Review |
Chase College CheckingSM | $100 Cash | Review |
J.P. Morgan Self-Directed Investing | Up to $700 Cash | Review |
Chase Secure BankingSM | $100 Cash | Review |
SoFi Checking and Savings Account | $275 Cash | Review |
Huntington Bank Unlimited Plus Business Checking | $1,000 Cash | Review |
Huntington Bank Unlimited Business Checking | $400 Cash | Review |
Huntington Bank Business Checking 100 | $100 Cash | Review |
Fifth Third Bank Checking | $200 Cash | Review |
Axos Bank Rewards Checking | $300 Cash | Review |
Axos Basic Business Checking | $400 Cash | Review |
Axos Business Interest Checking | $400 Cash | Review |
Leave a Reply