Account & Settings

Manage account

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

See all 13 articles

Statements & account history

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

Security & insurance

• Consumer Reporting: Identity Theft & Identity Fraud
• Security and insurance
• M1 security recommendations
• How M1 handles my personal data
• What Is a circuit breaker?

Tax Center

• Revised tax documents
• M1 Tax Documents
• 1099-B
• Tax Form 5498
• Reading a trade confirmation
• Tax FAQ

See all 12 articles

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
• Troubleshooting
• 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?

See all 9 articles

Promotions & Referrals

• Promotions & Referrals FAQ
• Share a Custom Pie