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Automation

Do less, earn more

Automation is key in creating positive, long-term financial habits and relentlessly pursuing your financial goals. Simply build your portfolio, sit back, and watch it grow.

Calendar of recurring funding scheduleg
Recurring investments

Set your own schedule for recurring investments to continually build wealth. Deposit with your paycheck or contribute $100 each week to max out your IRA contributions.

Cash flowing into underweight slices of Pie
Automatic rebalancing

M1 intelligently allocates money from every deposit to ensure your portfolio stays on track. That means you can add $500 to your Pie and maintain your target asset allocation without any manual calculations.

Built-in tax efficiency

M1 tax efficient investing uses a lot allocation strategy when selling securities to help reduce the amount owed on taxes automatically.

Scale representing cash balance control
Cash balance control

At M1, we’ll automatically invest idle cash so your money always works harder for you. Set your own maximum cash balance, and we’ll shift money to your portfolio at the right time for you.

Investing has never been so simple.


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Check the background of M1 Finance LLC on FINRA's BrokerCheck

Member of SIPC. Securities in your account protected up to $500,000. SIPC insurance does not protect against loss in the market value of securities. For additional information www.sipc.org. Securities and services are provided to clients of M1 by M1 Finance LLC, member FINRA/SIPC. Investments are not FDIC insured and may lose value. Investing in securities involves risk and there is always the potential of losing money when you invest in securities. Please consider your objectives and M1 fees before investing. Past performance is not a guarantee of future results. Using margin involves risks: you can lose more than you deposit, you are subject to a margin call, and interest rates may change. Not an offer, solicitation of an offer, or advice to buy or sell securities in jurisdiction where M1 Finance LLC is not registered.

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