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Editing your M1 Portfolio

Here is a short tutorial video on editing your M1 portfolio targets and creating new My Pies.

 

 

You always 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 add, remove or alter the target percentages on slices.

Watch a video to learn how to edit your portfolio.

 

To edit your portfolio, navigate to the Pie Details page. To get there click the 'Edit' button on the portfolio page or navigate directly to your Pie from the My Pies page.

 

Security Maximum:

The maximum number of securities you can have in your portfolio is 100.

Adding more than 100 securities will result in a trading pause on your account until the number of securities falls below 100 again.

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On Web: 

Add

To add a slice, click the 'add slices' button. You will then choose any new stock, ETF, Expert Pie, or Custom Pie to add to your portfolio. 

After you choose your new slices, they will queue up at the bottom of the screen. When you are ready to add them to your portfolio, go ahead and click add to pie.

 FAQ_Web_AddSlice.gif 

 

Remove

To remove a slice, on the 'Pie Details' page, click the box next to a slice and then click remove. Please note: Removing a slice will trigger M1 to liquidate that slice during the next trading window. The money from the liquidation will be reinvested into your Pie.

FAQ_Web_RemoveSlice.gif

 

Edit

To adjust your target percentages, change the percentages to the new targets and click 'save'. Changing only the target percentages will not trigger any trading activity. These changes will occur over time with the natural inflows of money into your account. If you want the new targets to reflect your actual holdings, you can request a rebalance.

FAQ_Web_ChangePercentage.gif

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On Mobile:

 

An M1 user, always has complete control of their portfolio and can make edits to your slices (stocks, ETFs, Pies) at any time. When editing your portfolio, you have the power addremove or change the target percentages on slices.

Pie Details 

In order to edit your portfolio, you will have to first get to your Pie Details page, to get there click the '⁝' button on the portfolio page, then "Edit Pie"

EditPie_1.gif

Add

To add a slice, click the blue '+' button. You will then choose any new stock, ETF, or Pie to add to your portfolio. After you choose your new slices, they will queue up. When you are ready to add them to your portfolio, click save.

EditPie_4.gif

Remove 

Android 

To remove a slice, on the 'Allocations' page, click the box next to a slice and then click remove. Removing a slice will trigger M1 to sell that slice during the next trading window.

EditPie_3b.gif

 

iPhone 

To remove a slice, on the 'Allocations' page, click or swipe the box for the slice and then click remove. Removing a slice will trigger M1 to sell that slice during the next trading window. 

EditPie_3a.gif

Change Targets

To update your target percentages, change the percentages to the new targets and click 'Save'

EditPie_2.gif

 

 
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