Getting Started

What is M1?

• Intro to M1 webinar
• Quick start guide!
• M1 glossary
• What is a Pie?  
• How M1 Finance trades
• M1 Plus perks

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Opening my M1 account

• Account types that M1 supports
• What securities does M1 support?
• Can I open an M1 Invest Account outside of the US?
• Open my account
• Open an additional M1 Invest Account
• Where can I see an overview of all my M1 accounts?  

See all 13 articles

Creating my M1 portfolio

• Create my M1 portfolio
• Edit my M1 portfolio
• Invest in a second Pie
• What are M1 Expert Pies
• Investing in Custom Pies  
• Where can I view more details about stocks? 

See all 7 articles

Connecting my bank

• Connecting and verifying my bank account 
• Information on Plaid
• Banks that M1 does not support

Making deposits

• My first deposit
• What are Smart Transfers?

M1's Partners

• M1's clearing firm, Apex Clearing
• M1's partner bank - Lincoln Savings Bank 

FAQs

• Frequently asked questions