M1

We're proud to partner with Capitalize to provide an enhanced rollover experience for our clients! Our Founder and CEO said it best: "By integrating Capitalize’s Enterprise Rollover solution, we’re making it easier for our clients to find and transfer their retirement assets seamlessly into M1, allowing them to focus on building and managing their wealth with greater ease and confidence." A special shoutout to everyone who made this partnership a reality! From our dedicated team members, to our amazing clients whose feedback drives our innovation, and of course, to the fantastic folks at Capitalize - thank you all for your hard work and vision. For more information, check out our press release: https://lnkd.in/e2vZSSAY Disclosures: https://lnkd.in/dizGApuY

We're excited to announce our partnership with Capitalize to help streamline rollovers for our clients! Left a job? Consider rolling over your employer-sponsored retirement plan into your M1 IRA. Some benefits include: - Easy to track your rollover progress - Manage your accounts in one place - A human will help with your rollover - Expand your investment options Thanks to this partnership, rollovers at M1 just got easier.

We’re excited to partner with Atomic to make automating your finances even simpler! With Atomic’s Deposit solution, you can easily direct your payroll deposits to your Invest and Earn accounts—helping you stay on track with your financial goals. Disclosures: https://lnkd.in/dizGApuY?

It's been an exciting time for our team! This past week, our VP of Engineering, Simon L., took the stage at ProdCon, sharing insights on platform engineering with a room full of innovators. At the same time, Kelly Wolinetz and Brady Dauzat were making waves at Coalesce 2024 in Las Vegas, where they shared how they built an AI SQL generator chatbot using dbt Labs MetricFlow and Anthropic. We’re incredibly proud to have a team that’s both building and leading conversations in the industry. Disclosures: https://lnkd.in/dizGApuY

Tap into your portfolio for less. Get a one percent rate reduction on margin balances higher than $25,000. New clients only. T&Cs apply (https://lnkd.in/eVYf2RF6). Sign up here: https://lnkd.in/ecxCGJKX Shoutout to the team for building our new promotions capability!

Margin investing just got simpler. Now you can buy securities with margin in one click. This example shows a client using $1000 in cash and $9000 in margin to buy a total of $10,000 in MSFT. There’s no need to transfer from Borrow to Invest first. Just tap “Borrow and Buy.” It’s even easier to access your full buying power, which includes your cash and available margin. You can invest using your cash, margin, or both. See how much you can invest on margin at a glance. It may exceed what you can withdraw.* In this example, the client could withdraw up to $50,000 in cash, but invest up to $100,000. For those who don’t see this in their account yet, stay on the lookout throughout this week! *Margin available to invest varies based on initial requirement of underlying securities and may not exceed margin available to withdraw. Not investment advice nor recommendation. ? Margin risk disclosures and additional disclosures: m1.com/social-terms/ ?

We’re thrilled and honored to be recognized on the 2024 World’s Top Fintech Companies list by CNBC! This?one goes out to our team, partners, stakeholders, and most importantly, our clients for their continued support and trust. Find us under the Wealth Technology section: https://lnkd.in/gfcMWzNJ Disclosures: m1.com/social-terms/

Wishing everyone a safe and happy Independence Day! Markets are closed today in observance of the holiday. Disclosures: m1.com/social-terms/

Over the last few weeks, our team has worked hard to make dividend investing easier on M1. Starting today, clients can automate where their dividends go and also set different rules for each security. On web, our clients can see their dividend earnings and estimations* in one place, making it easier to get insights into their wealth-building journey.? ? *Please note: Dividends earned totaling less than $1 will be issued as cash.? Disclosures: m1.com/social-terms/ ?

M1 High-Yield Cash Accounts are here! You can now earn 5.00% APY on your Cash Account balance, backed by up to $3.75 million in FDIC insurance. Learn more: https://lnkd.in/eyWKr2kD ? Disclosures: m1.com/social-terms?