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. 

For more information on how we trade, please view "How We Trade" document below. 

Have more questions? Submit a request