![]() Nothing in this informational site is an offer, solicitation of an offer, or advice to buy or sell any security and you are encouraged to consult your personal investment, legal, or tax advisors.īrokerage products and services are not FDIC insured, no bank guarantee, and may lose value. Users utilizing M1 cleared margin accounts should review the M1 margin account risk disclosure before borrowing. Users utilizing APEX cleared margin accounts should review the APEX margin account risk disclosure before borrowing. Past performance does not guarantee future performance. More information about finding your account number can be found in our Help Center.Īll investing involves risk, including the risk of losing the money you invest. Accounts numbers cleared by M1 begin with the letters GM. M1 Plus is an annual membership that confers benefits for products and services offered by M1 Finance LLC, M1 Spend LLC and M1 Digital LLC, each a separate, affiliated, and wholly-owned operating subsidiary of M1 Holdings Inc.īrokerage accounts on the M1 platform are either fully disclosed to APEX Clearing or cleared through M1 Finance LLC. "M1" refers to M1 Holdings Inc., and its wholly-owned, separate affiliates M1 Finance LLC, M1 Spend LLC, and M1 Digital LLC. M1 is a technology company offering a range of financial products and services. Sources believed to be reliable, including clients and third parties, but cannot guarantee the Privacy Policy and acknowledge receipt of allĭisclosure Library. You should consult your own tax, legal, and accounting advisors before engaging in any transaction.īy using this website, you accept our Terms of Use and This material has been prepared for informational purposes only. It is not intended to provide, and should not be relied on for, tax, legal or accounting advice. M1 and its affiliates do not provide tax, legal, or accounting advice. If the import was successful, you will see a summary of imported transactions.Apex Password is your Tax ID (usually your social security number).You can also find this information on your tax form. Click "Settings" and then click "Accounts". ![]() You can find your account number by logging into your M1 Account and click the "Menu" button on the top right-hand side. Enter your account number in the “Apex User ID" field.Type “Apex” next to “Financial Institution” and select “Apex Clearing Corporation” from the drop-down.Click “Start” and “Other” for “What’s the financial institution on this 1099-B”.Click “Yes” for “Finished adding income?”.Select “Investments” and “1099-B Sale of stocks, bonds, mutual funds, and other securities”. ![]()
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