AUTOMATED INVESTING
Think long-term. Delegate the day-to-day.
Don’t waste time with micro-trades and manual calculations. Let M1’s automation take care of investing based on your portfolio design, strategy and schedule.
You call the shots, M1 runs the play
Your Pie helps execute your long-term strategy
M1 Pies are portfolios built around asset allocation. Your Pie shows your allocations as underweight or overweight in relation to your chosen targets. This can change based on market fluctuations.
Meet auto-invest
Turn the toggle on to invest each new deposit into your Pie based on your allocations. New deposits will be used to buy holdings that drive you closer to your targets.
Cruise control for portfolio management
Intelligent, hands-off trading
Keep your portfolio driving toward your targets with each new deposit. Make investing a habit with automated deposits, transfers and buys.
Hours back in your day
Forget the tedium of wealth management while you focus on the big picture. Tinker with your allocations and schedule any time you need.
Disciplined dollar cost averaging
No more knee-jerk reactions to market moves. Take the emotion out of investing for more discipline, consistency, and a long-term focus.
You’re always in control
Know that your investments are aligned with your strategy, automatically. If you want to make a change or balance your holdings on demand, you can—you’re in charge.
Set it up, then sit back
Stay balanced, two ways
Dynamic Rebalancing
This is the competitive edge of M1’s automation. No more manual calculations—new cash deposits are invested dynamically, starting with the purchase of underweight Slices within your Pie. This helps you maintain a balanced portfolio without triggering taxable events from selling.
One-click Rebalancing
As the market changes, your initial portfolio allocations may fluctuate far from your targets. If you want to do return to your set allocation, you can rebalance with the tap of a button. Securities will be bought and sold to return your Pie to its preset targets. This may trigger taxable events.
M1: The Finance Super App®
M1 and its affiliates do not provide tax, legal, or accounting advice. This material has been prepared for informational purposes only. It is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, and accounting advisors before engaging in any transaction.
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