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Getting Started with M1 – A Quick Guide
Getting Started with M1 – A Quick Guide
Updated over a week ago

Welcome to M1! In this article, we'll take you through the basics of using an M1 Invest Account. To get started, watch our brief, one-minute introductory video below to give you a quick overview of what we have to offer.

Now that you've had a glimpse at what M1 can do for you, let’s dive deeper with a series of 4 short videos to help you get started with your M1 Invest Account.

How to build your first Pie:

How to use Auto-Invest:

How to edit your Pie:

How to create a new Pie:


Brokerage accounts on the M1 platform are either fully disclosed to APEX Clearing or cleared through M1 Finance LLC. Please look at your account statement to determine how your account is cleared.

All investing involves risk, including the risk of losing the money you invest. Past performance does not guarantee future performance. Using margin can add to these risks. Users utilizing APEX cleared margin accounts should review the APEX margin account risk disclosure before borrowing. Users utilizing M1 cleared margin accounts should review the M1 margin account risk disclosure before borrowing. M1 Margin Loans are available on margin accounts with at least $2,000 invested per account. Not available for Retirement or Custodial accounts. Margin rates may vary.

Brokerage products and services are offered by M1 Finance LLC, Member FINRA / SIPC, and a wholly owned subsidiary of M1 Holdings, Inc.

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