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.

Start automating

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.

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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.

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Automated investing

The shape of your Pie shapes your next trades

As the market moves, some Slices may outperform or underperform in relation to your targets. To counteract this, underweight Slices are purchased first to balance your portfolio over time.

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Set an investing schedule

Invest steadily with recurring transfers. Set up a custom schedule based on your personal cash flow.

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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

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Build a Pie

Set your targets for each Slice.

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Set up recurring deposits

Choose your custom investing schedule.

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Turn on Auto-invest

This is the default setting on M1.

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Deposits are invested dynamically

Buy orders prioritize the purchase of underweight Slices within your Pie.

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.

Plan the journey and automate the steps

Join M1
M1 long-term investing


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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