M1 Advisor is under active development and can only be accessed by clients in the beta program. If you are in the M1 Advisor beta program, you can follow the steps below.
To activate M1 Advisor, information about your investment profile and risk tolerance will need to be completed and confirmed. M1 Advisor references this saved information to provide personalized answers.
Note: You will need to have an open M1 Invest account to activate M1 Advisor. See Open an M1 Invest account for additional details.
Steps to activate M1 Advisor
Web:
Select the M1 Advisor icon (top-left)
Select “Activate M1 Advisor”
Complete and confirm Investment profile if applicable
Complete and confirm Risk tolerance details
Review and accept the Advisory Agreement
Submit
Mobile:
Select the M1 Advisor icon (bottom-right)
Select “Activate M1 Advisor”
Complete and confirm Investment profile if applicable
Complete and confirm Risk tolerance details
Review and accept the Advisory Agreement
Submit
How to update your Risk assessment or Investment profile information
Update your Risk assessment
If you wish to update your Risk assessment once M1 Advisor is activated, you can do so using the following steps:
Web:
Select your Profile name icon (bottom-left)
Select M1 Advisor tab
Select Personalization > Risk assessment
Mobile:
Select your Setting icon (top-right)
Select Profile
Select M1 Advisor tab
Select Personalization > Risk assessment
Update your Investment profile
If you wish to update your Investment profile once M1 Advisor is activated, you can do so using the following steps:
Web:
Select your Profile name icon (bottom-left)
Select Your finances tab
Select Investment profile
Mobile:
Select your Setting icon (top-right)
Select Profile
Select Your finances
Select Investment profile
If you are looking to update information that can’t be changed within the app, please contact M1 Client Success.
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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