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Remove an entire Pie from my portfolio
Remove an entire Pie from my portfolio
Updated over a week ago

When you remove a Pie from your portfolio

  • All the securities in that Pie will be sold

  • Proceeds will be reinvested into your portfolio based on your target allocations.

This process happens automatically, whether Auto-Invest is turned “off” or “on” in the account.

Can I remove everything from my portfolio?

No, you can’t remove everything from your portfolio.

If you only have one Pie remaining in your portfolio, you will need to add the new Pies/Slices before removing the original.

  1. Navigate to your portfolio

  2. Select “Edit”

    • If you’re on mobile, swipe up on the bottom of your screen to access the “Edit” button

  3. Lower the target percentage of the Pie you want to remove to 0%

  4. Adjust the target percentages of the remaining Pies to equal 100%

  5. Select “Save"

To cancel a pending sell, you can add the securities/ Pie back to your portfolio.

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.


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