Invest

How M1 Trades

• How does M1 trade? 
• What is a Trade Window?
• How does M1 execute orders? 
• How is my money invested
• When will buys/sells be triggered?
• What price will my trade execute at?

See all 10 articles

Auto Invest & Rebalancing

• Using Auto-Invest
• Dynamic Rebalancing
• How to keep a minimum cash balance in my M1 Invest account
• Rebalance individual pies and entire portfolio
• Will my account Rebalance automatically?
• Reasons to Rebalance

Creating manual orders

• Create buy/ sell orders
• Create individual/ manual orders
• Why is my trade not going through?

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

• All About IRA Overcontributions 
• Can I take distributions from my IRA? 
• Distribution reasons from an IRA

Performance

• How is performance calculated?
• Understanding performance information
• How does M1 calculate return calculation?
• Dividends in my M1 Portfolio
• My gains and losses
• Tax loss harvesting

Corporate Actions

• Corporate actions
• Mergers & acquisitions tracker
• Stock split tracker