Removing a security from your M1 portfolio means eliminating it from your pie and target allocations, which triggers a sale of those holdings. This article explains how to remove securities, what happens when you do, and important considerations before making this change.
How to remove a security from your portfolio
Web
Log in to your M1 account
Navigate to your portfolio by clicking "Invest" in the main menu
Select the account containing the security you want to remove
Tap the "Edit" button
Set the target allocation to 0% or tap the box next to the security you want to remove
Save your changes by tapping "Delete"
Confirm your action when prompted and click “Save”
Mobile
Open the M1 Finance app
Tap on "Invest" from the bottom navigation menu
Select the account containing the security you want to remove
Swipe up on “Move Money” drawer
Tap the "Edit" button
Set the target allocation to 0% or tap the box next to the security you want to remove
Save your changes by tapping "Delete"
Confirm your action when prompted and click “Save”
What happens when you remove a security
When you remove a security from your target allocation:
The security will be liquidated in full during the next trading window
All shares (both whole and fractional) will be sold at market price
The proceeds from the sale will be automatically reinvested according to the remaining target allocations in that pie
The security will no longer appear in your active holdings (but will remain in your transaction history)
To reduce allocation instead of removing entirely:
Follow the same steps as removing, but set a lower percentage (e.g., 2% instead of 0%)
Save your changes
Frequently asked questions
If I remove a security, can I add it back later?
Yes, you can add the same security back to your portfolio at any time.
Will removing a security affect my performance tracking?
The security will no longer contribute to future performance, but its historical impact will still be reflected in your overall account history.
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.
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