Account management
Security and account settings.
40 articles
How to manage your external bank connection on M1
How to change your password, email, address, or phone number on M1
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
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
B-Notice information
Tax Loss Harvesting: how M1 handles taxes when selling securities
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