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Editing my M1 portfolio

Editing my M1 portfolio

How to move Slices into a new Pie
Moving Slices when the same Pies are used in more than one account
Performance after moving a Slice
Moving Slices between Pies
Received securities
Remove an entire Pie from my portfolio
How to cancel pending sells or account edits
A stock I own is acquired
Remove a security from my portfolio
Investing in OTC Securities
A stock I own is delisted from M1's supported exchanges

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M1 is a technology company offering a range of financial products and services. "M1" refers to M1 Holdings Inc., and its wholly-owned, separate affiliates M1 Finance LLC, M1 Spend LLC, and M1 Digital LLC.

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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 review our margin account risk disclosure 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.

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