You can remove a Pie from your M1 portfolio at any time. When you do, all securities within that Pie will be automatically sold. Proceeds will be reallocated to the rest of your portfolio based on your target allocations, regardless of your auto-invest settings.
What happens when you remove a Pie?
All securities in the Pie are sold.
Proceeds are reinvested according to your remaining allocation targets.
This process happens automatically, whether Auto-Invest is on or off.
Step-by-step: Removing a Pie from your portfolio
Navigate to your portfolio.
Select "Edit".
On mobile, swipe up from the bottom of your screen to see the "Edit" button.
Set the Pie’s target percentage to 0%.
Adjust other Pies as needed to ensure your total allocation equals 100%.
Select "Save" to confirm changes.
This will submit a trade order to remove the Pie and rebalance your portfolio.
Can you remove all Pies from your portfolio?
No, your portfolio must always contain at least one Pie or Slice.
If you have only one Pie left, create a manual sell order for the remaining Slice or Pie.
Canceling a pending sell
If you change your mind after submitting a Pie removal:
Navigate to your portfolio.
Select "Edit".
Add the removed Pie or Slice back to its original location in your portfolio before the next trade window.
If a Custom Pie was removed, Edit the portfolio and add the Pie back to its original location from the My Pies section.
Assign a nonzero percentage and Save.
If the next trade window has already been executed, the Slice or Pie removal can no longer be canceled.
All examples above are for informational purposes and should not be considered an offer to buy or sell certain securities. M1 does not provide investment advice.
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.
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.
SAIF-08212025-fzgcpnit