Guides
GENERAL
- Who is Apex?
- Who is Plaid?
- What is an ETF?
- What is a stock?
- I found a bug! What should I do?
- How up to date is the stock quote information?
OPENING ACCOUNT
- What do I do if I am currently employed by a broker dealer?
- Why is my account a margin account?
- I live outside of the US, can I still open an account?
- Who can open an account?
- When would I use a joint account?
- What types of accounts does M1 support?
MY ACCOUNT
- How long are my account statements available for?
- Does M1 have discretion?
- What are trade confirms?
- Will I receive monthly statements?
- What documents does M1 prepare for me?
- How do I vote my proxies?
MY PORTFOLIO
- How are gains/losses calculated?
- How is M1 Pie Performance Calculated?
- What is a Pie?
- How many Pies can I create?
- Can I have the same security in different Pies?
- How do I organize my portfolio?
TRADING
- What happens if a stock I own is acquired?
- What happens with the cash in my brokerage account?
- What is the minimum I can invest in a single security?
- Can I use an Investment Advisor?
- What happens if M1 no longer supports a stock I own?
- What happens if a stock I own is delisted from M1's supported exchanges?
REBALANCING
BROKERAGE
- Will I be flagged as a day trader?
- What is a pattern day trader?
- What do I pay for margin?
- Can I use margin?
- What is margin?
- Are my funds FDIC insured?
M1 PIES
- Will M1 Pies cause tax consequences?
- Does an M1 Pie have to be my entire portfolio?
- Should I use an M1 Pie?
- What happens when changes are made to M1 Pies?
- Can I make changes to M1 Pies?
- How do you select your ETFs for your Pies?
SECURITY
FEES
- What does the platform cost?
- How is the platform usage fee charged?
- How often am I charged?
- Are there any commissions with buying and selling securities?
- Are there fees for transferring money?
- Are there any other fees to know about?
TAXES
- Does M1 integrate with H&R Block?
- What causes taxable events?
- Can I import my tax form into any tax preparation software?
- Does M1 integrate with Turbo Tax?
- Will I receive a 5498?
- What’s a 5498?
ACATS TRANSFERS
CASH TRANSFERS
- What is delaying my withdrawal?
- What banks do you support?
- Where can I see funding history details?
- Are there limits to transferring money?
- Can I connect more than one bank account?
- What happens when I make an initial deposit?
General IRA
- What is my Modified Adjusted Gross Income?
- Is there a limit to how much I can contribute to an IRA?
- Can I transfer my IRA from another institution?
- Can I rollover my 401(K) into an M1 IRA?
- How do I open an IRA?
- Should I use a Traditional or Roth IRA?
SEP IRA
Roth IRA
Traditional IRA
Multiple Accounts
Corporation, LLCs, and Partnerships
- Are company accounts priced differently than individual accounts?
- What forms need to be filled out to open an LLC account?
- What forms need to be filled out to open a corporate account?
- What forms need to be filled out to open a partnership account?
- What type of business accounts does M1 Finance support?
