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. Refer to the chart below see which option you prefer:
| Delete a Slice | Create a sell order | |
| Steps | 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. | 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%. |
| Where will the proceeds go? | 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. | 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