M1’s algorithm aims to keep your portfolio balanced, based on the percentages that you allocate, so you don’t have to.
Auto-Invest is automatically turned on in all accounts to compare what your current holdings are vs. your customized target percentage allocation.
Money is first divested from overweight securities and is first invested in underweight securities. That way, your securities grow closer to your ideal target percentage
You can also turn Auto-Invest off and create manual buy/sell orders.
Your trade will go through during the next trade window.
You can learn more about Auto-Invest in our short how-to videos:
If you have additional questions about how we trade, check out this article about how we trade.
Brokerage accounts on the M1 platform are either fully disclosed to APEX Clearing or cleared through M1 Finance LLC. Please look at your account statement to determine how your account is cleared.
All investing involves risk, including the risk of losing the money you invest. Past performance does not guarantee future performance. Using margin can add to these risks. Users utilizing APEX cleared margin accounts should review the APEX margin account risk disclosure before borrowing. Users utilizing M1 cleared margin accounts should review the M1 margin account risk disclosure before borrowing. M1 Margin Loans are available on margin accounts with at least $2,000 invested per account. Not available for Retirement or Custodial accounts. Margin rates may vary.