There are a few actions that will cause your M1 account to sell:
- Removing a slice from your Pie will cause the security/pie to be liquidated and the proceeds reinvested.
- Rebalancing
- Withdrawing from your account or Liquidating your account
- Making changes to targets in your portfolio will not cause your account to trade.
- Submitting a sell order
For more information on how we trade, please view "How We Trade" document below.
