Invest
How to invest, update and manage your portfolio
How M1 Trades
- How does M1 trade?
- How do trade windows work?
- How does M1 execute orders?
- How is my money invested
- When will buys/sells be triggered?
- What price will my trade execute at?
Auto Invest & Rebalancing
Creating manual orders
- Create buy/ sell orders
- Why is my trade not going through?
- Removing a slice vs. creating a sell order
Editing my M1 portfolio
- How do I move a stock to a different location in my portfolio?
- Remove an entire pie from my portfolio
- M1 no longer supports a stock I own
- A stock I own is acquired
- Remove a security from my Portfolio
- A stock I own is delisted from M1's supported exchanges
Managing my IRA account
- IRA FAQ
- Traditional vs. Roth – which IRA is right for me?
- A guide to tax season for your IRA
- All About IRA Overcontributions
- IRA contribution year changes
- IRA Conversions
Performance
- How is performance calculated?
- Understanding performance information
- Dividends in my M1 Portfolio
- My gains and losses
- Tax loss harvesting