M1

Meet M1

M1 organizes a portfolio as a Pie made from stocks and ETFs selected by the customer. Allocation percentages guide ongoing investing, with trades handled through scheduled windows. Taxable brokerage, retirement, and custodial accounts sit alongside cash management and borrowing against eligible securities.

M1 Advisor provides an AI advice interface that uses account positions, balances, and other connected information. Users can ask follow-up questions and inspect the data and reasoning behind a recommendation. External accounts can also feed a balance sheet. The customer remains responsible for choosing what to do with that guidance, while the platform keeps the investing and account information available together.