In addition to auto-investing, M1 clients have the flexibility to make individual buy and sell orders on any Slice in their portfolio.
To place an order:
Click the desired Pie or Slice you’re looking to place the order for
Choose either “Buy" or "Sell”
If you’re on mobile, swipe up on the bottom of your screen to access the “Buy” and “Sell” buttons.
Input your order details and confirm
Buy orders
When a buy order is placed, M1 will purchase the specified dollar amount of the selected Slice.
To place a buy order, you must have available cash in your account. M1 will not withdraw money from your bank account to complete a trade.
Available cash includes:
Cash
Sell orders
Incoming deposits
If the available cash is less than the buy order(s), M1 will prorate the requested buy(s).
Example: Jenny places a $100 buy order for Stock A. Jenny (if she has the funds available) will purchase $100 of Stock A during the next trade window.
Sell orders
When a sell order is placed, M1 will sell the specified dollar amount of the selected Slice.
Money from a sell order can be:
Used to place a buy order
Held as cash
Re-invested in your portfolio
This depends on your Cash Balance Control settings.
Example: Jenny places a $100 sell order for Stock B. Jenny (if the Slice has enough value) will sell $100 of Stock B during the next trade window.
Can I rebalance my portfolio and make buy/sell orders at the same time?
No, you can’t make individual buy/sell orders and rebalance requests during the same trade window.
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.
Brokerage products and services are offered by M1 Finance LLC, Member FINRA / SIPC, and a wholly owned subsidiary of M1 Holdings, Inc.
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