Edit my M1 portfolio

• Overview
• Editing Your M1 Portfolio - On Mobile
  
  • Add a Slice
  • Remove a Slice
  • Change Target Percentages
  • Confirm Changes
• Editing Your M1 Portfolio - On Web
  
  • Add a Slice
  • Remove a Slice
  • Change Target Percentages
  • Confirm Changes

_____________________________________________________________________________

Overview

At M1 you have complete control of your portfolio and can edit your slices (stocks, ETFs, Pies) at any time.  

When editing your portfolio, you have the power to add, remove, or change the target percentages on slices. 

Keep in mind: 

• There's a maximum of 100 slices per portfolio.  If your portfolio goes over 100 slices, you will need to decrease the total number of slices in the portfolio before you can edit or save your changes.  
• Any buy order must equal a minimum of $1.00 per security before a trade will be executed. 

_____________________________________________________________________________

Editing On Mobile

Pie Details

To edit your portfolio: 

1. Under the Invest tab, tap “Portfolio."
2. Tap “Manage Pie."
3. Tap "Edit Pie."

_________________________________________________________________________

Editing On Web: 

Add

To add a Slice: 

1. Under the Invest tab, click “Portfolio."
2. Click “Edit."
3. Click “Add” at the top of your screen.
4. Choose any new stock, ETF, or Pie. You can learn how to create and add a new pie here. 
5. As you add new slices, they will be added to your basket.  
6. When you are ready to add them to your portfolio, click 'done.’ 
7. Adjust the target percentages of the slices. 

Make sure: 

• Each slice is allocated at least 1%.
• The target percentages of all the slices add up to 100%.  

You will not be able to save your changes until the total percentage equals 100%. 

When you’re happy with your changes, click 'Save’ in the top right-hand corner of your screen.

Remove

To remove a slice: 

1. Under the Invest tab, click “Portfolio."
2. Click “Edit."
3. Check the box next to the slice you want to remove.
4. Click “Remove."
5. Adjust the target percentages of the slices. 

Make sure: 

• Each slice is allocated at least 1%.
• The target percentages of all the slices add up to 100%. 

When you’re happy with your changes, click “Save.” 

Removing a slice will trigger M1 to liquidate that slice during the next trade window. The money from the liquidation will be reinvested into your Pie based on your target percentages. 

Change Target Percentages

To update your target percentages: 

1. Under the Invest tab, click “Portfolio."
2. Click “Edit."
3. Click the box to the right of the Slice.
4. Type in the desired percentage.
5. Click “Save."

Make sure: 

• Each slice is allocated at least 1%.
• The target percentages of all the slices add up to 100%. 

These changes will occur over time as money flows into your account.  

If you want your holdings to reflect the new percentages the next day, you can request a rebalance. 

Confirm Changes 

Review the changes to your portfolio, confirming any removed or added slices. 

*If you make changes in 1 pie that is in multiple locations in your portfolio, those changes will reflect everywhere that 1 pie is located.