How To: Build Your First Pie (Mobile) M1 2022-05-18 | Learn how to get started with M1 by building your first Pie so you can start working towards your long-term investing goals. dashboard.m1.com/signup
Manage Pie Button M1 2026-07-15 | Showing users the new location of our 'Mange Pie' button as of 07.15.26.
Referral offer from Brian Barnes, CEO of M1 M1 2026-02-25 | You now have two ways to get rewarded for spreading the word about M1. Learn more at m1.com/promo/referral
Refresh M1 2026-01-29 | Slow living doesn’t mean going analog. It means reclaiming your time.The right tools should reduce friction, simplify decisions and make it easier to stay focused on what matters over the long term.That’s what we’re building at #M1Finance. Learn more at M1.com.Disclosures: Link in bio
Love or Margin? M1 2026-01-14 | Answer: Both!$2,000 to qualify. 1.66% off M1’s base margin rate. Locked for 12 months. Opt in by Jan 31. Borrow now or later.Result = 3.99% today.🔗 M1.com/promo/margin#M1Finance #financeeducation #residentialmortgage Disclosures, terms and conditions: Link in bio
M1 at Coalesce 2025 M1 2026-01-08 | Data, context, TRUST and back again! Throwback to late last year when M1’s Analytics Engineer Dani Vecchionacce and Senior Data Engineer Matt Kramer represented M1 at #dbtCoalesce, one of the world’s premiere analytics engineering conferences, with their special seminar “Exposing the dbt manifest through LLMs to make data discoverable."Thanks for having us and can’t wait for the next opportunity to showcase our latest ideas in helping both our Clients and the industry at large to move forward!#M1Finance
Happy Holidays from all of us at M1! M1 2025-12-23 | Stay tuned next week for a letter from our CEO reflecting on this year’s accomplishments and sharing a few things to look forward to in 2026, our 10th year in business!Please note, some banks and all markets will close early on 12/24. Banks/markets will remain closed on 12/25.#M1Finance
Custodial Accounts with Hanane Bouchareb M1 2025-12-16 | "Now we're a family that talks about money."#M1Finance Head of Product, Hanane Bouchareb discusses the value of custodial accounts in setting up your loved ones for financial success in the future.Learn more about custodials with M1 at the link below:m1.com/knowledge-bank/what-is-a-custodial-accountDisclosures: m1.com/legal/disclosures/social-terms
Must Asks for your Financial Advisor: Reporting M1 2025-12-01 | Performance reporting shouldn't come down to "vibes."M1 gives you real metrics and built-in automation to help keep your long-term plan moving forward through every market cycle.Want the full picture? Visit M1.com.#m1finance
A 50-Year What Now? M1 2025-11-12 | Timelines have been filled lately with the concept of a #50yearmortgage so we thought it helpful to compare the potential total cost of ownership between this and a conventional 30-year. Thoughts?#M1FinanceDisclosures: Link in bio
Growth Doesn’t Have To Be Micromanaged M1 2025-11-06 | M1’s automation tools make it easy to stay invested, stick to your plan and skip the day-to-day stress. Set it, forget it and let time do what it does best.#M1Finance Disclosures: Link in bio
Cyber Security Best Practices Reminder M1 2025-10-21 | Cyber security isn't just for IT teams, it's for every investor. Reminding our community to protect their accounts with the same care and consistency they do with their portfolios.Be sure to use strong passwords + keep them unique, use multi-factorauthentication (enable in your M1 account today!), react appropriately to suspicious activity, keep your devices updated and never share personal info over DM or unsecured emails.#M1Finance #CyberSecurityAwarenessMonth #CyberSecurity
News Snapshots M1 2025-10-14 | Five calm minutes of the signals you need.Check out our News Snapshot feature now on the M1 app.#M1FinanceDisclosures: link in bio
News Snapshots M1 2025-10-14 | Five calm minutes of the signals you need.Check out our News Snapshot feature now on the M1 app.#M1FinanceDisclosures: link in bio
M1 Dividend Tracker now on Mobile! M1 2025-10-07 | Yes, we noticed the comments 🙂#M1Finance Clients have loved our Dividend Tracker and we're happy to let you know that it's now available on mobile! See your paid, pending and estimated #dividend income over a selected time range, helping you track what you’ve earned and what’s coming. Don’t see it? Make sure you have the latest version of the M1 app. Just one more reason M1 is built for disciplined investors like you. Disclosures: link in bio
Must Asks for your Financial Advisor: Hidden Fees M1 2025-10-03 | Would your advisor pass this test? With M1, pricing is simple and transparent because knowing the details helps you stay in control of your money. Learn more at M1.com.#M1Finance Disclosures: m1.com/legal/disclosures/social-terms
Welcome to The Smart Age with M1 M1 2025-09-23 | The future isn’t more screens, it’s smarter living.Automation, purposeful insights and connected accounts remove the busywork–clearing the way to grow wealth while focusing on what matters most.See the future we’re building at M1.com#M1Finance Disclosures: Link in bio
Time in the Market vs Timing the Market M1 2025-09-17 | At #M1Finance, we believe that long-term investing offers better results than jumping in and out, trying to predict short-term movements.Learn more about our values and start your Time today at M1.com.Disclosures: link in bio
The Comments are Alive and Loving it! M1 2025-09-08 | Learn more about Performance Benchmarking at M1.com or link in bio.#M1FinanceDisclosures: Link in bio
Make Beautiful Music 🎶 M1 2025-08-28 | Visit our blog post "How M1 Clients Use Benchmarking" at M1.com/Blog.Disclosures: m1.finance/legal#M1Finance
Custom Performance Benchmarking M1 2025-08-20 | Your investment strategy is tailored to YOUR goals—now your benchmarks can be too! - Choose from over 6,000 stocks, ETFs and portfolios as benchmarks - Compare your portfolio's performance against 3 benchmarks at once - See changes over multiple time horizons Use hard data to answer: Is my strategy outperforming the market? Is my asset allocation effective? How does my portfolio handle volatility? Try it today and start learning how powerful data can be: dashboard.m1.com/d/invest/portfolio/benchmarks Learn more: m1.com/blog/performance-benchmarking Disclosures: m1.com/legal/disclosures/social-terms
Referral offer from M1 CEO Brian Barnes M1 2025-02-13 | Brian explains the benefits of sharing M1 with friends and family.
Using M1: Getting help M1 2024-09-06 | If you find yourself in need of help, feel free to revisit any of these videos or go to the M1 Help Center at help.m1.com/en/. You’ll find answers to frequently asked questions and step-by-step instructions for using our platform. If you need further support, please reach out to our Client Success team.
Using M1: Transfers M1 2024-09-06 | Ready to move money around? Let’s see how it works.Timecodes00:00 - Move money01:28 - ACAT
Using M1: Invest page research tab M1 2024-09-06 | The Research tab has powerful tools to help fuel your investing strategy.
Using M1: Invest page resources M1 2024-09-06 | Your invest page has some useful resources built in. Let’s go through them.
Using M1: Trading M1 2024-09-06 | At M1, your trades take place during trade windows. This helps keep trading commission-free. It also lets you invest over time, taking the emotion out of trading to build wealth long-term. Learn more at m1.com.Timecodes00:00 - Trade windows00:44 - Automated trading02:10 - Selling03:42 - One-click rebalancing
Using M1: Building a Pie M1 2024-09-06 | Ready to build a Pie? Let’s walk through the process together.
Using M1: Automation M1 2024-09-06 | Meet the M1 Pie Learn more at m1.comTimecodes00:00 - Meet the M1 Pie00:26 - Balancing your portfolio 01:06 - Auto-invest
Using M1: Account Types M1 2024-09-06 | M1 offers many different account types for diverse investing strategies. Account types include: Individual Brokerage Accounts, Joint Brokerage Accounts, Traditional IRAs, Roth IRAs, SEP IRAs, Trusts, and Custodial AccountsLearn more at m1.com
Using M1: Intro M1 2024-09-06 | In this series, you’ll learn everything you need to know about investing at M1. We’ll go over the different kinds of accounts you can open, automation features, building your portfolio using M1 Pies, trading, transfers, and more.We’ll be showing how things work in our web app, but you can also use the M1 app for iPhone or Android. You're welcome to watch all videos in order, or skip to the parts you’re most interested in. Let’s get started.
Using M1: Margin M1 2024-09-06 | Built-in Margin is a portfolio line of credit that lets you borrow against your taxable brokerage account with no extra paperwork. Learn more at m1.com
M1: Portfolio management made simple M1 2024-05-20 | When you join M1, you can implement your investing strategy with sophisticated automation tools in an easy-to-use app. Get started at m1.com.
Play the Long Game with M1 Finance (15s) M1 2022-02-07 | Life is short. But M1 Finance makes your money play the long game. Invest, borrow or spend, automated and secure, all in one place, for free.
Play the Long Game with M1 Finance (30s) M1 2022-02-07 | Life is short. But M1 Finance makes your money play the long game. Invest, borrow or spend, automated and secure, all in one place, for free.
M1 Finance Monologues: Momentum M1 2022-01-13 | Money is all about momentum. M1 Finance can put my money in motion so it multiplies. Which is helpful. Because life… keeps moving. And that’s why I M1. www.m1finance.com
M1 Finance Monologues: Mobile M1 2022-01-13 | Invest, borrow or spend. I maneuver; my money follows. That’s why I M1. www.m1finance.com
M1 Finance Monologues: Mantra M1 2022-01-13 | I’ve got a money mantra, M1 Finance. That’s why I M1. www.m1finance.com
My Mission | M1 Finance M1 2021-02-23 | Our mission: to make a platform where there is no mystery, no mark-ups, and no managers making their money off of yours.Your money matters. That's why you should M1.
Minus | M1 Finance M1 2021-02-23 | Manage your money magnificently, minus brokers, minus commissions, minus any sort of mystery or markups from managers making money off of you.Your money matters. That's why you should M1.
Maestro | M1 Finance M1 2021-02-23 | Let the muddled masses manage their money using their pre-Mesozoic means. Your money matters. That's why you should M1.
Mere Minutes | M1 Finance M1 2021-02-23 | Investing is not a sprint. It's a marathon of many moons.Your money matters. That's why you should M1.
M1 Smart Transfers M1 2020-12-01 | Introducing Smart Transfers: the automation system that finally works for your goals.You set your goals, and your Smart Transfer rules kick in as needed to keep you on track. Exclusively available to M1 Plus. ------Investing in securities involves risks, including the risk of loss. M1 Plus is an annual membership that confers benefits for products and services offered by M1 Finance LLC and M1 Spend LLC, each a separate, affiliated, and wholly-owned operating subsidiary of M1 Holdings Inc. M1 Finance LLC, member FINRA/SIPC. M1 Spend checking accounts are furnished by Lincoln Savings Bank, Member FDIC.
Introduction to M1 Finance M1 2020-10-20 | Find out the ins and outs of M1 in this demonstration. Learn all about how to get started with M1 Invest, Borrow, and Spend, and learn some tips along the way.0:00 Introduction to M1 Finance0:24 What accounts can you open?1:07 What's auto-invest?1:48 How do you make trades?4:11 How can you make transfers into and out of M1?5:16 How can you find new investments and make new Pies?7:19 M1 Spend introduction7:32 M1 Borrow introduction9:08 M1 Plus introduction9:40 Tips and pointers to using M1
Smart Transfers: How do they work? M1 2020-10-12 | M1 Plus just got better.Introducing: Smart Transfers, a new level of automation that lets you reach your financial goals with rules you set up once. M1 then takes over, puts your plan into action, and keeps you on track, so you can get the most value out of every available dollar on the path to reaching your goals.Smart Transfers is exclusive for M1 Plus members.
