This guide covers common questions for using M1 Advisor.
How do I access M1 Advisor?
M1 Advisor is under active development and can only be accessed by users in the beta program. If you are in the M1 Advisor beta program, you can find it as follows:
Web: Select M1 Advisor from the top of the left-side navigation.
Mobile: Select the M1 Advisor icon in the bottom-right corner next to the tab bar.
How is my data shared with M1 Advisor?
Your personal info is not shared with M1 Advisor. Your account data (such as M1 Invest balances) is only used after explicitly opting in to using M1 Advisor and only retrieved when asking a question wherein the data is deemed relevant. Your data is not used to train third-party AI models.
What are the limitations of M1 Advisor?
M1 Advisor was built to help answer your personal finance questions but does have limitations. M1 Advisor...
Cannot perform account activity on your behalf
Cannot predict future market performance or guarantee returns
Does not have access to real-time market data, non-public, or proprietary information
Advisory products and services are offered by M1 Advisory Services, LLC, an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Advisory services are distinct from the brokerage products and services offered by M1 Finance LLC. Clients receiving advisory services must also maintain brokerage accounts with M1 Finance LLC, which is a separate legal entity and a Member FINRA/SIPC. For important information about M1 Advisory Services, LLC, including fees, services, and conflicts of interest, please review our Form ADV Part 2A and Form CRS
This content was generated using artificial intelligence and is intended for informational and educational purposes only. While reasonable efforts are made to ensure accuracy, AI-generated outputs may omit key context; and should not be construed as financial, investment, legal, or tax advice. Users should independently verify all information and consult a qualified professional before making any financial decisions.
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