You may see pending sells for several reasons.

Rebalancing returns your portfolio to the target percentages you set. This will only occur if you select the “Rebalance” button under the Invest tab.

Learn more about rebalancing.

To cancel a rebalance, click “Cancel Rebalance”.

In addition to Auto-invest, M1 allows you to place orders to buy or sell stocks directly from specific Slices of your portfolio.

This will only occur if you manually place a sell order by adding a dollar amount to sell.

After placing an order, you will see the confirmation of the pending orders in your portfolio by clicking into the slice or selecting “View Details” under “Upcoming trades”.

Pending orders will be completed during the next trade window. You can cancel your sell order before the trade window begins.

Learn more about how orders work and how M1 fulfills order requests.

Please note that if this sell was cause by removing a Slice (setting the percentage to 0%) rather than a manual sell order, you will need to follow the directions under Slice Removal. Learn more about the difference between removing a Slice and creating a sell order.

If you have a negative cash balance, your account will automatically place sells to cover the balance.

This could occur to pay down your M1 Margin Loan without cash, fees, or a received debit balance.

You will see the confirmation of the pending orders in your portfolio by clicking into the Slice.

To prevent a sell from happening, please contact us. If you contact us before the next trade window begins, we may be able to pause your account while you deposit cash to prevent the sell.

Learn more about how orders work and how M1 fulfills order requests.

Securities displayed in the Received Securities area of your Invest tab under “Holdings M1 does not support” are not supported by M1. However, M1 allows you to either continue to hold your positions outside your Pie or liquidate them whenever you choose.

After selecting securities in this section and choosing “Liquidate”, you will be asked to confirm that you would like these selected positions to be sold in the next trade window.

You will see a pink tag with “Liquidation Pending” for these unsupported holdings.

Keep in mind, a liquidation requested from your holdings not in your Pie will execute outside of any order placed within the portfolio tab. Cash generated from a liquidation requested outside your pie will not be taken into account for the calculations of portfolio sells during the same trade window. Negative balances can not be covered by liquidations from holdings outside your Pie.

Learn more about received securities.

M1 allows you to remove specific Slices or Pies from your portfolio. This occurs when you change the percentage of a Slice or Pie to 0%.

Learn more about removing a Pie from your portfolio.

To cancel a Slice or Pie removal, you will need to add that Slice or Pie back to your portfolio before the next trade window begins. Learn how to edit your portfolio.

Learn more about how orders work and how M1 fulfills order requests.

If the trades have already completed, you will see a confirmation under “Removed slices” on the Invest tab.

Note: removed Slices can also occur if you have Model Portfolios in your account.

M1 Model Portfolios are a collection of portfolios made up of stocks and ETFs that align with different investment goals ranging from general investing, retirement planning, to responsible investing.

Our selection model considers the fund's cost, volume, size, and tracking error (how well the fund tracks the benchmark it seeks to replicate).

When M1 makes an update to a Model Portfolio, the changes will automatically be made in your account.

We do not allow clients to make alterations to Model Portfolios.

Learn more about Model Portfolios.

You can see how to edit your Pie through these short how to videos:

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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