# M1 Help Center > Choose a topic or type a question below to begin. ## Getting started on M1 - [M1 Glossary](https://help.m1.com/en/articles/9331913-m1-glossary.md) - [Frequently asked questions about M1](https://help.m1.com/en/articles/9331909-frequently-asked-questions-about-m1.md) - [What is a Pie?  ](https://help.m1.com/en/articles/9331915-what-is-a-pie.md) - [How your funds are invested on M1](https://help.m1.com/en/articles/9331916-how-your-funds-are-invested-on-m1.md) - [Troubleshooting common issues on M1](https://help.m1.com/en/articles/9331972-troubleshooting-common-issues-on-m1.md) - [Contact Us](https://help.m1.com/en/articles/9331985-contact-us.md) - [Does M1 provide investment advice?](https://help.m1.com/en/articles/9331919-does-m1-provide-investment-advice.md) ## Account management - [How to manage your external bank connection on M1](https://help.m1.com/en/articles/9331941-how-to-manage-your-external-bank-connection-on-m1.md) - [How to change your password, email, address, or phone number on M1](https://help.m1.com/en/articles/9331929-how-to-change-your-password-email-address-or-phone-number-on-m1.md) - [How to use the M1 Balance Sheet and Cash Flow Tools](https://help.m1.com/en/articles/14360984-how-to-use-the-m1-balance-sheet-and-cash-flow-tools.md) - [How to add or manage a Beneficiary on your M1 account](https://help.m1.com/en/articles/9331930-how-to-add-or-manage-a-beneficiary-on-your-m1-account.md) - [M1 account and app settings guide](https://help.m1.com/en/articles/9331962-m1-account-and-app-settings-guide.md) - [How do I cast a Proxy Vote with my M1 account?](https://help.m1.com/en/articles/9331976-how-do-i-cast-a-proxy-vote-with-my-m1-account.md) - [Understanding and resolving account Reclamations](https://help.m1.com/en/articles/9331977-understanding-and-resolving-account-reclamations.md) - [What to do if you're employed by a Broker-Dealer when opening an M1 account](https://help.m1.com/en/articles/9331975-what-to-do-if-you-re-employed-by-a-broker-dealer-when-opening-an-m1-account.md) - [How to close an M1 account](https://help.m1.com/en/articles/9331945-how-to-close-an-m1-account.md) - [Annual Confirmation & Financial Profile Updates](https://help.m1.com/en/articles/15870895-annual-confirmation-financial-profile-updates.md) - [Download your M1 Invest account activity](https://help.m1.com/en/articles/9331947-download-your-m1-invest-account-activity.md) - [How to find, download, and manage statements, forms, and documents on M1](https://help.m1.com/en/articles/9331948-how-to-find-download-and-manage-statements-forms-and-documents-on-m1.md) - [Download and view your Realized Gains on M1](https://help.m1.com/en/articles/9331949-download-and-view-your-realized-gains-on-m1.md) - [Reading a trade confirmation](https://help.m1.com/en/articles/9331898-reading-a-trade-confirmation.md) - [M1 Tax documents](https://help.m1.com/en/articles/9331894-m1-tax-documents.md) - [Tax Glossary](https://help.m1.com/en/articles/9331902-tax-glossary.md) - [Tax FAQs for M1 accounts](https://help.m1.com/en/articles/9331899-tax-faqs-for-m1-accounts.md) - [Reading a Consolidated 1099](https://help.m1.com/en/articles/9331904-reading-a-consolidated-1099.md) - [Understanding Form 1099-B](https://help.m1.com/en/articles/9331896-understanding-form-1099-b.md) - [Understanding IRS Form 5498 for your M1 IRA](https://help.m1.com/en/articles/9331897-understanding-irs-form-5498-for-your-m1-ira.md) - [When are tax forms available?](https://help.m1.com/en/articles/10456745-when-are-tax-forms-available.md) - [M1 integration with TurboTax and H&R Block](https://help.m1.com/en/articles/9331907-m1-integration-with-turbotax-and-h-r-block.md) - [Revised tax documents](https://help.m1.com/en/articles/9331893-revised-tax-documents.md) - [Tax season guide for your M1 IRA](https://help.m1.com/en/articles/9332145-tax-season-guide-for-your-m1-ira.md) - [Explaining cost basis](https://help.m1.com/en/articles/9331905-explaining-cost-basis.md) - [De Minimis Tax Thresholds for Promotional Credits and Dividends](https://help.m1.com/en/articles/9331900-de-minimis-tax-thresholds-for-promotional-credits-and-dividends.md) - [Understanding backup withholding](https://help.m1.com/en/articles/9331906-understanding-backup-withholding.md) - [M1's tax minimization strategy](https://help.m1.com/en/articles/9332165-m1-s-tax-minimization-strategy.md) - [Substitute Income FAQ](https://help.m1.com/en/articles/14022308-substitute-income-faq.md) - [How M1 protects and handles your personal data](https://help.m1.com/en/articles/9331960-how-m1-protects-and-handles-your-personal-data.md) - [M1 security recommendations](https://help.m1.com/en/articles/9331959-m1-security-recommendations.md) - [Security and insurance at M1](https://help.m1.com/en/articles/9331958-security-and-insurance-at-m1.md) - [Login troubleshooting for M1](https://help.m1.com/en/articles/9331955-login-troubleshooting-for-m1.md) - [Two Factor Authentication \(2FA\) at M1](https://help.m1.com/en/articles/9331936-two-factor-authentication-2fa-at-m1.md) - [Adding a Trusted Contact on M1](https://help.m1.com/en/articles/9331942-adding-a-trusted-contact-on-m1.md) - [Staying safe from scams and fraud](https://help.m1.com/en/articles/9331954-staying-safe-from-scams-and-fraud.md) - [Consumer Reporting: Identity Theft & Identity Fraud](https://help.m1.com/en/articles/9331956-consumer-reporting-identity-theft-identity-fraud.md) - [How much does it cost to use M1?](https://help.m1.com/en/articles/9331969-how-much-does-it-cost-to-use-m1.md) - [What fee was I charged?](https://help.m1.com/en/articles/9331971-what-fee-was-i-charged.md) - [Historical M1 Plus billing](https://help.m1.com/en/articles/9331935-historical-m1-plus-billing.md) - [Promotions & Referrals FAQ](https://help.m1.com/en/articles/9331990-promotions-referrals-faq.md) - [Share a custom Pie on M1](https://help.m1.com/en/articles/9331991-share-a-custom-pie-on-m1.md) ## Money movement - [Smart Transfers: Automate cash movement between your M1 accounts](https://help.m1.com/en/articles/9332031-smart-transfers-automate-cash-movement-between-your-m1-accounts.md) - [How to create transfers in your M1 account](https://help.m1.com/en/articles/9332029-how-to-create-transfers-in-your-m1-account.md) - [Managing recurring transfers on M1](https://help.m1.com/en/articles/9331992-managing-recurring-transfers-on-m1.md) - [Understanding cash transfer timing at M1](https://help.m1.com/en/articles/9332035-understanding-cash-transfer-timing-at-m1.md) - [How to view and use your Funding History on M1](https://help.m1.com/en/articles/9332032-how-to-view-and-use-your-funding-history-on-m1.md) - [Explanation of an ACAT Transfer](https://help.m1.com/en/articles/9332019-explanation-of-an-acat-transfer.md) - [What securities can be transferred to M1?](https://help.m1.com/en/articles/9332016-what-securities-can-be-transferred-to-m1.md) - [How to transfer a brokerage account into M1](https://help.m1.com/en/articles/9332012-how-to-transfer-a-brokerage-account-into-m1.md) - [How to transfer your IRA into an M1 IRA \(Non-ACATS process\)](https://help.m1.com/en/articles/9332005-how-to-transfer-your-ira-into-an-m1-ira-non-acats-process.md) - [How to prepare for and initiate a brokerage account transfer to M1](https://help.m1.com/en/articles/9332017-how-to-prepare-for-and-initiate-a-brokerage-account-transfer-to-m1.md) - [How long will my brokerage account transfer take?](https://help.m1.com/en/articles/9332039-how-long-will-my-brokerage-account-transfer-take.md) - [How to track the status of your brokerage account transfer](https://help.m1.com/en/articles/9332010-how-to-track-the-status-of-your-brokerage-account-transfer.md) - [Managing an M1 account after a loved one passes away](https://help.m1.com/en/articles/9331932-managing-an-m1-account-after-a-loved-one-passes-away.md) - [Can I convert my Vanguard mutual fund shares into ETFs?](https://help.m1.com/en/articles/9332002-can-i-convert-my-vanguard-mutual-fund-shares-into-etfs.md) - [How to transfer accounts out of M1?](https://help.m1.com/en/articles/9332008-how-to-transfer-accounts-out-of-m1.md) - [How to rollover a 401\(k\) to an M1 IRA](https://help.m1.com/en/articles/9332015-how-to-rollover-a-401-k-to-an-m1-ira.md) - [401\(k\), 403\(b\), and 457 rollover FAQs](https://help.m1.com/en/articles/9332004-401-k-403-b-and-457-rollover-faqs.md) - [What should I do with my old 401\(k\)? Options, steps, and considerations](https://help.m1.com/en/articles/9332003-what-should-i-do-with-my-old-401-k-options-steps-and-considerations.md) - [How to create a wire transfer for your M1 Invest account](https://help.m1.com/en/articles/9331996-how-to-create-a-wire-transfer-for-your-m1-invest-account.md) - [How to create a wire transfer for your M1 Earn account](https://help.m1.com/en/articles/11331081-how-to-create-a-wire-transfer-for-your-m1-earn-account.md) - [Wire transfer FAQs](https://help.m1.com/en/articles/9332027-wire-transfer-faqs.md) ## Invest - [Getting started with M1 Invest: A quick guide](https://help.m1.com/en/articles/9332042-getting-started-with-m1-invest-a-quick-guide.md) - [Investment account types available at M1](https://help.m1.com/en/articles/9332066-investment-account-types-available-at-m1.md) - [Documentation requirements for Non-US citizens at M1](https://help.m1.com/en/articles/10046274-documentation-requirements-for-non-us-citizens-at-m1.md) - [How is my money invested?](https://help.m1.com/en/articles/9332081-how-is-my-money-invested.md) - [How trade windows work at M1](https://help.m1.com/en/articles/9332079-how-trade-windows-work-at-m1.md) - [How does M1 trade? ](https://help.m1.com/en/articles/9332078-how-does-m1-trade.md) - [How to create individual/manual orders](https://help.m1.com/en/articles/9332109-how-to-create-individual-manual-orders.md) - [How M1 executes buy and sell orders](https://help.m1.com/en/articles/9332080-how-m1-executes-buy-and-sell-orders.md) - [What price will my trade execute at?](https://help.m1.com/en/articles/9332084-what-price-will-my-trade-execute-at.md) - [Minimum order size on M1](https://help.m1.com/en/articles/9332085-minimum-order-size-on-m1.md) - [Explanation of fractional shares at M1](https://help.m1.com/en/articles/9332086-explanation-of-fractional-shares-at-m1.md) - [Can I buy and sell the same security in a day on M1?](https://help.m1.com/en/articles/9332087-can-i-buy-and-sell-the-same-security-in-a-day-on-m1.md) - [Banks that M1 does not support](https://help.m1.com/en/articles/9332047-banks-that-m1-does-not-support.md) - [How to open an M1 investment account](https://help.m1.com/en/articles/9332043-how-to-open-an-m1-investment-account.md) - [How to create your M1 portfolio](https://help.m1.com/en/articles/9332044-how-to-create-your-m1-portfolio.md) - [Creating and adding custom Pies to your M1 portfolio](https://help.m1.com/en/articles/9332122-creating-and-adding-custom-pies-to-your-m1-portfolio.md) - [Investing in custom Pies on M1](https://help.m1.com/en/articles/9332051-investing-in-custom-pies-on-m1.md) - [Your first deposit at M1](https://help.m1.com/en/articles/9332048-your-first-deposit-at-m1.md) - [Contributing to your M1 Roth IRA](https://help.m1.com/en/articles/9332140-contributing-to-your-m1-roth-ira.md) - [What are M1 Model Portfolios?](https://help.m1.com/en/articles/9332050-what-are-m1-model-portfolios.md) - [Securities supported on M1](https://help.m1.com/en/articles/9332049-securities-supported-on-m1.md) - [Edit your M1 Portfolio](https://help.m1.com/en/articles/9332119-edit-your-m1-portfolio.md) - [Removing a Slice](https://help.m1.com/en/articles/9332111-removing-a-slice.md) - [Remove a security from your portfolio](https://help.m1.com/en/articles/9332129-remove-a-security-from-your-portfolio.md) - [When will buys or sells be triggered?](https://help.m1.com/en/articles/9332082-when-will-buys-or-sells-be-triggered.md) - [How to cancel pending sells or account edits](https://help.m1.com/en/articles/9332124-how-to-cancel-pending-sells-or-account-edits.md) - [How to remove an entire Pie from your M1 portfolio](https://help.m1.com/en/articles/9332123-how-to-remove-an-entire-pie-from-your-m1-portfolio.md) - [How to move Slices into a new Pie](https://help.m1.com/en/articles/9332113-how-to-move-slices-into-a-new-pie.md) - [How to move Slices between Pies in your M1 portfolio](https://help.m1.com/en/articles/9332116-how-to-move-slices-between-pies-in-your-m1-portfolio.md) - [Moving Slices when the same Pies are used in multiple accounts](https://help.m1.com/en/articles/9332114-moving-slices-when-the-same-pies-are-used-in-multiple-accounts.md) - [Why your trade is not going through](https://help.m1.com/en/articles/9332110-why-your-trade-is-not-going-through.md) - [How to liquidate an M1 investment account](https://help.m1.com/en/articles/9331997-how-to-liquidate-an-m1-investment-account.md) - [Selling OTC \(Over-the-Counter\) securities on M1](https://help.m1.com/en/articles/9332130-selling-otc-over-the-counter-securities-on-m1.md) - [A stock you own is delisted from M1's supported exchanges](https://help.m1.com/en/articles/9332132-a-stock-you-own-is-delisted-from-m1-s-supported-exchanges.md) - [Corporate Actions](https://help.m1.com/en/articles/9332198-corporate-actions.md) - [Understanding Wash Sales at M1](https://help.m1.com/en/articles/9332092-understanding-wash-sales-at-m1.md) - [What is a Good Faith Violation?](https://help.m1.com/en/articles/9331978-what-is-a-good-faith-violation.md) - [Open an additional M1 investment account](https://help.m1.com/en/articles/9332069-open-an-additional-m1-investment-account.md) - [Open an Inherited IRA at M1](https://help.m1.com/en/articles/9332072-open-an-inherited-ira-at-m1.md) - [Open an M1 Custodial account \(UTMA/UGMA\)](https://help.m1.com/en/articles/9332074-open-an-m1-custodial-account-utma-ugma.md) - [Open an M1 Trust account](https://help.m1.com/en/articles/9332075-open-an-m1-trust-account.md) - [How to rebalance your M1 investment account](https://help.m1.com/en/articles/9332105-how-to-rebalance-your-m1-investment-account.md) - [Holdings not in Pies](https://help.m1.com/en/articles/9332117-holdings-not-in-pies.md) - [Using Auto-invest on M1](https://help.m1.com/en/articles/9332100-using-auto-invest-on-m1.md) - [How to find your trade price](https://help.m1.com/en/articles/9332077-how-to-find-your-trade-price.md) - [Fully Paid Securities Lending \(FPSL\) at M1](https://help.m1.com/en/articles/9332076-fully-paid-securities-lending-fpsl-at-m1.md) - [Trading and banking holidays](https://help.m1.com/en/articles/9331980-trading-and-banking-holidays.md) - [Entity account conversion FAQ](https://help.m1.com/en/articles/15435904-entity-account-conversion-faq.md) - [Which IRA is right for me? Traditional vs. Roth vs. SEP IRAs](https://help.m1.com/en/articles/9332143-which-ira-is-right-for-me-traditional-vs-roth-vs-sep-iras.md) - [IRA FAQ ](https://help.m1.com/en/articles/9332134-ira-faq.md) - [IRA distribution guidelines](https://help.m1.com/en/articles/9332151-ira-distribution-guidelines.md) - [IRA distribution reasons](https://help.m1.com/en/articles/9332153-ira-distribution-reasons.md) - [All about IRA overcontributions ](https://help.m1.com/en/articles/9332146-all-about-ira-overcontributions.md) - [IRA conversions](https://help.m1.com/en/articles/9332148-ira-conversions.md) - [IRA recharacterization ](https://help.m1.com/en/articles/9332149-ira-recharacterization.md) - [How to request an IRA contribution year change at M1](https://help.m1.com/en/articles/9332147-how-to-request-an-ira-contribution-year-change-at-m1.md) - [Calculating your Net Income Attributable \(NIA\) ](https://help.m1.com/en/articles/9332156-calculating-your-net-income-attributable-nia.md) - [IRA withholding](https://help.m1.com/en/articles/9332133-ira-withholding.md) - [How is a Pie's performance calculated?](https://help.m1.com/en/articles/9332158-how-is-a-pie-s-performance-calculated.md) - [Understanding performance information](https://help.m1.com/en/articles/9332159-understanding-performance-information.md) - [Understanding Time-Weighted Rate of Return in your M1 Invest account](https://help.m1.com/en/articles/11739589-understanding-time-weighted-rate-of-return-in-your-m1-invest-account.md) - [Understanding Money Weighted Rate of Return in your M1 Invest account](https://help.m1.com/en/articles/9332161-understanding-money-weighted-rate-of-return-in-your-m1-invest-account.md) - [FAQs for Money-Weighted and Time-Weighted Rate of Return](https://help.m1.com/en/articles/11739642-faqs-for-money-weighted-and-time-weighted-rate-of-return.md) - [How to use the Compounding Cost Calculator](https://help.m1.com/en/articles/14485217-how-to-use-the-compounding-cost-calculator.md) - [Performance Benchmarking](https://help.m1.com/en/articles/11844779-performance-benchmarking.md) - [Concentration analysis](https://help.m1.com/en/articles/12933382-concentration-analysis.md): Visualize your exposure to specific sectors, asset classes, and regions. - [Dividends on M1](https://help.m1.com/en/articles/9332162-dividends-on-m1.md) - [Dividend handling](https://help.m1.com/en/articles/9437743-dividend-handling.md) - [Dividend Income Tracker](https://help.m1.com/en/articles/12417266-dividend-income-tracker.md) - [Your gains and losses](https://help.m1.com/en/articles/9332164-your-gains-and-losses.md) - [Where to view more details about stocks](https://help.m1.com/en/articles/9332083-where-to-view-more-details-about-stocks.md) - [News Snapshot](https://help.m1.com/en/articles/12315347-news-snapshot.md) - [How M1 trades Crypto](https://help.m1.com/en/articles/9332166-how-m1-trades-crypto.md) - [Crypto basics](https://help.m1.com/en/articles/9332170-crypto-basics.md) - [Crypto FAQ](https://help.m1.com/en/articles/9332168-crypto-faq.md) - [Getting started with Crypto investing on M1](https://help.m1.com/en/articles/9332171-getting-started-with-crypto-investing-on-m1.md) ## M1 Advisor - [What is M1 Advisor?](https://help.m1.com/en/articles/12500485-what-is-m1-advisor.md) - [How to Activate M1 Advisor](https://help.m1.com/en/articles/15881084-how-to-activate-m1-advisor.md) - [M1 Advisor FAQ](https://help.m1.com/en/articles/12500500-m1-advisor-faq.md) - [M1 Advisor Memory](https://help.m1.com/en/articles/15277026-m1-advisor-memory.md) ## Borrow - [What is an M1 Margin Loan?](https://help.m1.com/en/articles/9332219-what-is-an-m1-margin-loan.md) - [What is a margin loan and how they work on M1](https://help.m1.com/en/articles/9332210-what-is-a-margin-loan-and-how-they-work-on-m1.md) - [Benefits and risks of a margin loan](https://help.m1.com/en/articles/9332212-benefits-and-risks-of-a-margin-loan.md) - [M1 Margin Loan eligibility](https://help.m1.com/en/articles/9332222-m1-margin-loan-eligibility.md) - [How to sign up for an M1 Margin Loan](https://help.m1.com/en/articles/9332223-how-to-sign-up-for-an-m1-margin-loan.md) - [How M1 Margin Loan interest is calculated and charged](https://help.m1.com/en/articles/9332232-how-m1-margin-loan-interest-is-calculated-and-charged.md) - [What are the M1 Margin Loan interest rates?](https://help.m1.com/en/articles/9332230-what-are-the-m1-margin-loan-interest-rates.md) - [How to pay back your M1 Margin Loan](https://help.m1.com/en/articles/9332239-how-to-pay-back-your-m1-margin-loan.md) - [M1 Margin Loan billing](https://help.m1.com/en/articles/9332228-m1-margin-loan-billing.md) - [M1 Margin Loan Dashboard](https://help.m1.com/en/articles/9598312-m1-margin-loan-dashboard.md) - [Maintenance requirements for positions on M1](https://help.m1.com/en/articles/9332241-maintenance-requirements-for-positions-on-m1.md) - [A maintenance margin call is issued by M1](https://help.m1.com/en/articles/9332245-a-maintenance-margin-call-is-issued-by-m1.md) - [Other types of margin calls](https://help.m1.com/en/articles/9332247-other-types-of-margin-calls.md) - [Understanding margin calls on M1](https://help.m1.com/en/articles/9332213-understanding-margin-calls-on-m1.md) - [Apply for an M1 Personal Loan](https://help.m1.com/en/articles/9332201-apply-for-an-m1-personal-loan.md) - [Managing your M1 Personal Loan](https://help.m1.com/en/articles/9332205-managing-your-m1-personal-loan.md) - [M1 Personal Loan funding and payments](https://help.m1.com/en/articles/9332206-m1-personal-loan-funding-and-payments.md) - [M1 Personal Loan FAQ](https://help.m1.com/en/articles/9332202-m1-personal-loan-faq.md) ## Earn - [Opening your M1 High-Yield Cash Account](https://help.m1.com/en/articles/9332248-opening-your-m1-high-yield-cash-account.md) - [Opening and managing a Joint High-Yield Cash Account at M1](https://help.m1.com/en/articles/9332251-opening-and-managing-a-joint-high-yield-cash-account-at-m1.md) - [How to fund your M1 High-Yield Cash Account](https://help.m1.com/en/articles/9332249-how-to-fund-your-m1-high-yield-cash-account.md) - [M1 High-Yield Cash Account details](https://help.m1.com/en/articles/9332252-m1-high-yield-cash-account-details.md) - [How to dispute a transaction in your M1 High-Yield Cash Account](https://help.m1.com/en/articles/9332253-how-to-dispute-a-transaction-in-your-m1-high-yield-cash-account.md) - [M1 High-Yield Cash Account FAQ](https://help.m1.com/en/articles/9332250-m1-high-yield-cash-account-faq.md) - [SIPC/FDIC Insurance for M1 High-Yield Cash Accounts](https://help.m1.com/en/articles/13927175-sipc-fdic-insurance-for-m1-high-yield-cash-accounts.md) - [What interest will my funds earn in a M1 High Yield Cash Account?](https://help.m1.com/en/articles/17067188-what-interest-will-my-funds-earn-in-a-m1-high-yield-cash-account.md) - [How to fund Your M1 High-Yield Savings Account](https://help.m1.com/en/articles/9332256-how-to-fund-your-m1-high-yield-savings-account.md) - [M1 High-Yield Savings Account FAQs](https://help.m1.com/en/articles/9332259-m1-high-yield-savings-account-faqs.md) - [M1 High-Yield Savings Account details & account management](https://help.m1.com/en/articles/9332261-m1-high-yield-savings-account-details-account-management.md) - [FDIC Insurance Deposit Network for M1 High-Yield Savings Accounts](https://help.m1.com/en/articles/9332264-fdic-insurance-deposit-network-for-m1-high-yield-savings-accounts.md) - [How to dispute a transaction in your M1 High-Yield Savings Account](https://help.m1.com/en/articles/9332265-how-to-dispute-a-transaction-in-your-m1-high-yield-savings-account.md) - [Opening an M1 High-Yield Savings Account](https://help.m1.com/en/articles/9332260-opening-an-m1-high-yield-savings-account.md) - [How to use the M1 Savings Calculator](https://help.m1.com/en/articles/10012157-how-to-use-the-m1-savings-calculator.md) ## Spend - [Owner's Rewards Card Sunset FAQ](https://help.m1.com/en/articles/11358537-owner-s-rewards-card-sunset-faq.md) - [Owner's Rewards Card account migration](https://help.m1.com/en/articles/12217052-owner-s-rewards-card-account-migration.md) - [Owner's Rewards Card balance payment options](https://help.m1.com/en/articles/12218107-owner-s-rewards-card-balance-payment-options.md)