Invest
How to invest, update, and manage your portfolio.
75 articles
Getting started with M1 Invest: A quick guide
Investment account types available at M1
Documentation requirements for Non-US citizens at M1
Verify your M1 Invest account
How is my money invested?
How trade windows work at M1
How does M1 trade?
How to create individual/manual orders
How M1 executes buy and sell orders
What price will my trade execute at?
Minimum order size on M1
Explanation of fractional shares at M1
Can I buy and sell the same security in a day on M1?
Banks that M1 does not support
Edit your M1 Portfolio
Removing a Slice
Remove a security from your portfolio
When will buys or sells be triggered?
How to cancel pending sells or account edits
How to remove an entire Pie from your M1 portfolio
How to move Slices into a new Pie
How to move Slices between Pies in your M1 portfolio
Moving Slices when the same Pies are used in multiple accounts
Why your trade is not going through
How to liquidate an M1 investment account
Selling OTC (Over-the-Counter) securities on M1
A stock you own is delisted from M1's supported exchanges
Corporate Actions
Understanding Wash Sales at M1
What is a Good Faith Violation?
Open an additional M1 investment account
Open an Inherited IRA at M1
Open an M1 Custodial account (UTMA/UGMA)
Open an M1 Trust account
How to rebalance your M1 investment account
Holdings not in Pies
Using Auto-invest on M1
How to find your trade price
Fully Paid Securities Lending (FPSL) at M1
Trading and banking holidays
Which IRA is right for me? Traditional vs. Roth vs. SEP IRAs
IRA FAQ
IRA distribution guidelines
IRA distribution reasons
All about IRA overcontributions
IRA conversions
IRA recharacterization
How to request an IRA contribution year change at M1
Calculating your Net Income Attributable (NIA)
IRA withholding
How is a Pie's performance calculated?
Understanding performance information
Understanding Money Weighted Rate of Return in your M1 Invest account
Understanding Time-Weighted Rate of Return in your M1 Invest account
FAQs for Money-Weighted and Time-Weighted Rate of Return
Dividends on M1
Dividend handling
Dividend Income Tracker
Your gains and losses
Where to view more details about stocks
Performance Benchmarking
News Snapshot
Concentration analysis