M1 Finance Promotion
Webull Promotion
M1 Finance Promotion
Points to remember:
• M1 Finance will pay you $75 for each eligible friend you refer.
• Up to ten referral bonuses can be earned under the promo per calendar year, for a total payout of $750.
• A minimum deposit of $10,000 is required in the new brokerage or retirement account.
Sharing M1 Finance with others can pay off if you follow the requirements below for this referral promotion.
M1 Finance Bonus Offer Details
Here’s how the offer works: refer friends to M1 Finance and receive $75 for each referred friend who opens a brokerage or retirement account and deposits at least $10,000 within 30 days of signing up. The new customer also receives $75.
The account opened by the referred customer must be a brokerage or retirement account. It cannot be only a cash account. The $10,000 must be deposited into a brokerage or retirement account at M1. Eligible accounts include individual, joint, custodial, trust, and retirement accounts (Traditional, Roth, or SEP IRA).
On the referrer’s side, the limit is 10 bonuses per calendar year, so the maximum yearly payout is $750. The referring customer must also have a funded M1 brokerage account.
The referred customer must be completely new to M1 Finance and must never have been an M1 customer before. In addition, the new customer must deposit at least $10,000 within 30 calendar days of creating an M1 login. The required funding must remain in an M1 brokerage or retirement account for at least 30 calendar days after the account is funded.
To take part in this offer, new and existing M1 Finance clients must be eligible to open accounts, meaning they must be U.S. citizens or certain eligible legal U.S. residents, be at least 18 years old, have a current U.S. residential address, and have a valid U.S. phone number.
Referring Friends to M1 Finance
The new customer must open the account through a special referral link. If the account is not opened through that link, neither the new customer nor the referring customer will receive the cash bonus. For that reason, using the correct referral link matters.
To find the referral link, log into the website and click on the promotion in the upper-right corner. On the next page, you can copy your unique referral link and send it to friends, family, and people “you know personally and who will be glad to get it,” according to M1’s rules.
On the mobile app, tap on the Invest tab in the main menu. Next, tap on the menu icon in the upper-left corner and select “Get up to $750 a year.” The referral link will show up only if you have a funded account.
Getting the Payment
Within 14 business days after the new customer successfully opens and funds an eligible account, and keeps the required funding in the account for 30 calendar days, M1 Finance will deposit $75 into the payment accounts of both customers.
Under the terms and conditions of this offer, a payment account is a taxable joint or individual brokerage account. It cannot be an IRA. If either customer does not have a valid payment account, that customer will not receive the bonus.
If you have more than one taxable account, you can switch between them. Just go to the Settings page and select the link for referral payments.
The cash bonus must remain in the M1 account for at least 90 days after it is received.
Taxation
M1’s cash bonuses are taxable in the year received and may be reported on Form 1099-MISC or Form 1042-S, if applicable.
Updated on 9/1/2026.
Chad Morris has been analyzing investment firms for Brokerage-Review.com since 2015. Backed by FINRA Series 65, 66, and SIE credentials, his work reflects a deep knowledge of the retail brokerage industry and digital trading tools.
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