Account management
Security and account settings.
43 articles
- How to manage your external bank connection on M1
- How to change your password, email, address, or phone number on M1
- How to use the M1 Balance Sheet and Cash Flow Tools
- How to add or manage a Beneficiary on your M1 account
- M1 account and app settings guide
- How do I cast a Proxy Vote with my M1 account?
- Understanding and resolving account Reclamations
- What to do if you're employed by a Broker-Dealer when opening an M1 account
- How to close an M1 account
- Annual Confirmation & Financial Profile Updates
- M1 Tax documents
- Tax Glossary
- Tax FAQs for M1 accounts
- Reading a Consolidated 1099
- Understanding Form 1099-B
- Understanding IRS Form 5498 for your M1 IRA
- When are tax forms available?
- M1 integration with TurboTax and H&R Block
- Revised tax documents
- Tax season guide for your M1 IRA
- Explaining cost basis
- De Minimis Tax Thresholds for Promotional Credits and Dividends
- Understanding backup withholding
- M1's tax minimization strategy
- Substitute Income FAQ
- How M1 protects and handles your personal data
- M1 security recommendations
- Security and insurance at M1
- Login troubleshooting for M1
- Two Factor Authentication (2FA) at M1
- How to unfreeze your M1 account
- Adding a Trusted Contact on M1
- Staying safe from scams and fraud
- Consumer Reporting: Identity Theft & Identity Fraud