Automated investing made simple
M1’s platform allows you to automate the mundane tasks of investing so you can focus on your long-term strategy.
Why automate?
Our case for automationStay balanced
With M1 automation, it’s easier than ever to keep your portfolio driving toward your targets.
Save time
Automate away the tedium of portfolio management while you focus on the big picture.
Dollar cost averaging
Take the emotions out of investing for more discipline, consistency, and a long-term focus.
Peace of mind
Know that your investments are aligned with your strategy, automatically.
Stay on track with auto-invest
Turn auto-invest on to intelligently invest cash sitting in your Invest Account above your set minimum balance. This eliminates the extra step of buying once funds are deposited.
More about auto-invest ->
The power of automation, at your fingertips
Manual Rebalancing
As the market moves, your initial portfolio allocations may fluctuate. Rebalance with the tap of a button, and securities will be bought and sold to return your Pie to its preset targets.
Dynamic Rebalancing
Say goodbye to manual calculations: all new cash investments are dynamically allocated, starting with the purchase of underweight Slices within your Pie.


Get Smart Transfers with M1 Plus
Smart Transfers are threshold-based rules that allow you to control the movement of money between multiple M1 accounts.
Set a maximum balance
For your M1 Checking Account, Invest Account, or Crypto Account
Set a maximum balance for any account and sweep excess cash into another so it can go to work, how you like it.
Set a minimum balance
For your M1 Checking Account
Don’t want your Checking Account to fall below a certain amount? Just set your minimum, and M1 will keep it loaded, automatically.