You are using an outdated/unsupported browser. Please upgrade your browser to improve your experience.

Support Center

What will cause my account to sell?

There are a few actions that will 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 ; 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. 

Have more questions? Submit a request