Account & Settings

Manage account

• M1 Plus Billing
• Two Factor Authentication
• Renew M1 Plus
• Change my email
• Change my address
• Change my phone number

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Statements & account history

• Download account activity and holdings information
• Where can I find statements, forms, and documents? 
• Download and view realized gains

Tax Center

• B-notice information
• M1 Tax Documents
• Tax FAQ
• M1 integration with TurboTax and H&R Block

Security & insurance

• Security and insurance
• M1 security recommendations
• How M1 handles my personal data
• What Is a circuit breaker?

Settings

• How do I add an M1 widget to my iPhone?
• Where can I find my account number?
• Update my notification settings  
• How do I turn on dark mode?  

Fees

• How much does it cost to use M1?
• SEC fees and trading activity Fees
• What fee was I charged?

General

• Contact Us
• Clients that are currently employed by a Broker Dealer
• How do I cast a proxy vote? 
• What is a reclamation?
• What is a good faith violation?
• Trading and banking holidays

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