The Decade Investor Podcast

51: I am Leaving M1 Finance & Going to Fidelity

March 29, 2024 Kolin

In this episode of The Decade Investor Podcast,  Kolin talks about why he is transferring his money out of M1 Finance and putting it into Fidelity. Kolin talks about the transfer process of moving assets from one brokerage account to another and how easy the process is. Kolin shares the new features that Fidelity has offered such as auto-investing and building your own "pie" with the Fidelity Baskets. Kolin also gives a little tip about just picking a brokerage account to start because transferring from accounts is pretty straight forward.

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