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Account & Settings

Account & Settings

Security, tax forms, and account settings

Manage account

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

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Statements & account history

Where can I find statements, forms, and documents?
Download and view realized gains
M1 totals

Tax Center

What tax documents will I receive?
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

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
Users 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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M1 refers to M1 Holdings Inc., and its affiliates. M1 Holdings is a technology company offering a range of financial products and services through its wholly-owned, separate but affiliated operating subsidiaries, M1 Finance LLC and M1 Spend LLC.

M1 Plus is an annual membership that confers benefits for products and services offered by M1 Finance LLC and M1 Spend LLC.

All investing involves risk, including the risk of losing the money you invest. Past performance does not guarantee future performance. Using M1 Borrow’s margin account can add to these risks, and you should learn more before borrowing. Nothing in this informational site is an offer, solicitation of an offer, or advice to buy or sell any security and you are encouraged to consult your personal investment, legal, or tax advisors.

Brokerage products and services are not FDIC insured, no bank guarantee, and may lose value. Brokerage products and services are offered by M1 Finance LLC, an SEC registered broker-dealer, Member FINRA / SIPC.

M1 is not a bank. M1 Spend checking accounts furnished by Lincoln Savings Bank, Member FDIC. M1 Visa® Debit Card is issued by Lincoln Savings Bank, Member FDIC.

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