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

Support Center


There are three main categories of documents generated by M1 found under the "Documents" Tab in Settings:

1. Trade Confirmations: contains the trading activity for a specific day

2. Statements: contains your portfolio holdings as of the last day of the month as well as all the activity that occurred during that month: 
You will receive an email stating that your monthly statement is available approximately one week after the end of each month. Your monthly statement is available online under the "Documents" tab in Settings.

3. Tax: contains tax documents, including your consolidated 1099




Your statements will be available for a period of six years following the closure of your account.

Have more questions? Submit a request