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M1 product updates: Crypto, move slices, and more

M1 Team September 8, 2022

Welcome to our September 2022 product updates roundup, where we share what’s new on M1. Over the past several months, we’ve launched several highly requested features that help you organize your portfolio and manage your M1 Checking account.

Let’s get into each update so you can make the most of the M1 platform.

Access to crypto investments on M1

Crypto is coming, and we couldn’t be more excited to roll this out to all clients. If you have a funded investing account, you can request early access so that you can build crypto Pies to be ready to invest when it becomes available.

Soon, you’ll be able to invest in your personalized crypto portfolio and share your feedback with our team. While you prep your Pie, learn more about why we’re launching crypto and how to invest in crypto on M1.

Get early access to M1 Crypto >>

Move slices between Pies

Seamlessly reorganize your portfolio by moving security slices from one Pie to another. With this update, you don’t need complicated work around to organize your Pies.

To move a slice on web, simply:

  1. Go to the Invest Screen on web and select Edit by the Pie you’d like to move slices from.
  2. Select the slice(s) you’d like to move and click Move.
  3. Select the Pie you’d like to move your slice(s) to and adjust your target percentages for that Pie.
  4. Update the target percentages for the Pie that you are moving slices from and confirm the move.

With this added flexibility, your portfolio can grow and change with your goals and investing preferences.

It’s important to note that you won’t be able to move a slice from one account to another. This means you can’t move a slice from your M1 Roth IRA to your M1 Individual Brokerage Account. But you can move slices between Pies within a single account. Move Slices is currently available on the web interface and will be coming to mobile soon.

Organize your Pies >>

Open multiple M1 Checking Accounts

Make it easier to manage your funds by opening up to four M1 Checking Accounts. This update helps you channel your money and save toward different goals, especially when you set smart transfer rules across accounts.

To open a new M1 Checking Account:

  1. On web, navigate to your Primary M1 Checking Account.
  2. Click on “Primary Checking”.
  3. Select “Add a Checking account.”
  4. Complete the steps on the screen.

Open another M1 Checking Account >>

Open a Checking Account, without an Individual Brokerage Account

If you want the benefits of a checking account, you can now get it without having to open a brokerage account.

When opening an M1 Checking Account, you’ll see the option to choose between an individual brokerage account or a checking account. Once you select M1 Checking, the app will guide you through the application.

If you want to open an individual brokerage account, a Roth IRA account, or a crypto account later, you always have that option.

Learn more about M1 Checking Account >>

That’s all for this roundup. We’ll continue to share updates that make it simpler to invest, borrow, and spend on M1. In the meantime, explore company news or check out our latest blog posts.

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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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  • Home
  • Invest
    • Flexible, customizable,
      and automated.
      Intelligently invest your way, commission-free.

      Brokerage accounts

      Individual

      Joint

      Crypto

      Custodial

      Retirement Accounts

      Traditional IRA

      Roth IRA

      SEP IRA

      Other accounts

      Trust

      More about investing at M1

      Transfer investments to M1

      How M1 Pies work

      Automate your investing

      Borrow against your account

      Account safeguarding

  • Borrow
    • Borrow against your qualifying investments or from us with low rates for qualified borrowers.

      Portfolio lines of credit

      Margin Loans

      Loans

      Personal Loans

      More about Margin Loans at M1

      What’s a margin loan?

      What can you use one for?

      M1 Plus lowers your interest rate

      Maintenance calls

      Margin loans differ from personal loans

      More about Personal Loans at M1

      Personal loan eligibility

      Does applying for a personal loan affect my credit?

      When will I receive my funds?

      M1 Plus lowers your APR

  • Spend
    • Maximize everyday finances with high-yield bank accounts and tiered credit card rewards.

      Checking

      M1 Spend

      Credit

      Owner’s Rewards Card

      More about everyday finances with M1

      Automate your transfers

      Higher yields with M1 Plus

      What are Owner’s Rewards?

      Account safeguarding

      More about credit at M1

      What are Owner’s Rewards?

      Higher cash back with M1 Plus

  • Save
    • An FDIC-insured savings account with industry leading 4.50% APY*.

      Savings

      High-Yield Savings Account

      More about High-Yield Savings Accounts with M1

      Higher yields with M1 Plus

      Account safeguarding

      Savings FAQs

  • Plus
    • Membership
  • Resources
    • Help Center
    • Contact Us
    • Blog
    • Referral Program
  • About
    • Our Mission
    • Our Team
    • M1 Milestones
    • Careers
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