Most Commonly Asked Questions
Demonstrations
Walkthroughs
Current Promotions
M1 Borrow Promotion
M1 Plus Promotion
Referral Promotion
M1 Spend
Getting Started
The Fundamentals
Security & Privacy
M1 Plus
General
About M1
Brokerage Operations
My Account
- Opening an M1 Account
- How to Close an M1 Account
- Forgot Password
- Portfolio Minimum Deposit
- Testing the M1 Platform
- Types of Accounts that M1 Supports
Taxes
- Tax Documents that you will Receive
- Causes of Taxable Events
- Tax Form Consolidated 1099
- Tax Form 1099-R
- Tax Form 5498
- M1 Integration with H&R Block
Security
Fees
Other
My Portfolio
Portfolio Creation
M1 Expert Pies
My Custom Pies
Dividends
Statements and Confirms
Performance
Trading
General
Beyond Automated Trading: Making Orders and Managing Cash
How Changes to my Portfolio can Affect Trading
- M1 Automatically Rebalancing Portfolio
- Reasons to Rebalance
- Rebalance Individual Pies and Entire Portfolio
- Steps to Rebalance
- Remove an Entire Pie
- Remove a Security From Portfolio
Other Trading FAQs
- Explanation of Fractional Shares
- Price Received for Trades
- Buy and Sell Securities
- M1's Trading Algorithm
- Trades and Sells in my M1 account
- M1 Trading Timing
Transfers
Cash
- Cash Deposits
- Cash Withdrawals
- Withdrawal Timing
- Paying for Margin
- Explanation of Margin
- Funding History Details
