Removing a Slice

How you choose to remove a Slice from a Pie depends on where you want the proceeds from the Slice to go. You can either delete the Slice or create a manual sell order. 

Delete a Slice

  • To delete a Slice, change the target percentage of a Slice to 0%. You'll need to adjust the target percentages of the other Slices in your Pie to equal 100% before saving. 
  • The proceeds will automatically reinvested in your Pie. The proceeds will split up, buying into your underweight Slices in efforts to bring them back up to your target percentages. 

Create a sell order

  • To create a sell order, select the Slice and create a manual sell order for the entire value of the Slice. Once the sale is complete, you can remove the Slice by changing the percentage to 0%.  
  • The proceeds will be posted to your cash balance. From there, they will follow your corresponding auto-invest settings. 

To cancel a pending sell, you can add the securities/ Pie back to your portfolio.

 

All investing involves risk, including the risk of losing the money you invest. Brokerage products and services are offered by M1 Finance LLC, Member FINRA / SIPC, and a wholly owned subsidiary of M1 Holdings, Inc.

 

20231009-3110393-10013914

M1 disclosures here.

Was this article helpful?
/
0 out of 0 found this helpful

Still need help?

We're here for you.

Contact us