WEBINAR ENDED
About This Webinar
With more investors recognizing long-term investing as a smart, sustainable way to build their wealth, one of the most common questions we hear from clients is “Can I transfer an existing account to M1?”

In this webinar, we will walk you through everything you need to know about transferring another brokerage account to M1. Our Client Development Associates, Devin and Nedi, will also hold a live Q&A session to answer your questions.

Learn more about M1 Finance at www.m1finance.com.
Presenters
  • 1609368971-9ae12e049f60b368
    Devin Grayson
    Client Development Associate
    Devin is a Client Development Associate at M1 Finance. He helps clients learn how to best use M1 as they work towards their financial goals.
  • 1609369050-386cc2dcb0d6af82
    Nedi (Nerija) Vietaite
    Client Development Associate
    Nedi is a Client Development Associate at M1 Finance. She helps clients learn how to best use M1 as they work towards their financial goals.
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