7/13/2023 0 Comments Change invest app![]() The identified inactive security in the picture above is not reflective of our current platform. *This is an example of what an inactive security would look like on your portfolio. A security may become inactive after a corporate action. Keep in mind, you will also not be able to save a pie with an inactive security*. When you are ready to add your selected Slices to your Pie, click 'Add’ on the bottom right-hand side of the screen.You can learn how to create and add a new Pie here. You will then select any new stock, ETF, or Pie.To add a Slice, click the blue “Add Slice” button in the middle of the screen. Under the Invest tab, select “Portfolio." Please visit our arti cle on Moving Slices when Pies are used in more than one account for further inform ationĪdditionally, securities received after a corporate action or account transfer are unable to be moved to a Pie used in several locations in your portfolio or across M1 Invest Accounts. * Utilizing the Moving Slices feature may caus e trades to take place in other M1 Invest Accounts you use the same Pie in. ![]() T o save these changes, you may tap the blue “Confirm” button on the bottom of your screen. Confirm ChangesĪfter tapping save, you can review the changes to your portfolio and confirm any removed or added slices.Īny modified slices in your portfolio will be summarized for review. If you’d like to do that, Learn more about rebalancing your portfolio. Keep in mind, adjusting your target percentages won‘ t launch an account rebalance, where holdings are bought and sold to match your new target percentages. To update your target percentages, use the “+” and “-” tabs and click “Save.” This will happen regardless of your auto-invest se ttings. When removing a slice, the proceeds of the liquidation will be reinvested into your Pie based on your target percentages. Removing a slice will trigger M1 to liquidate that slice during the next trade window. To remove a Slice, select your slice and press the “remove” button on the right-hand side of your screen. For more information on moving Slices, see this article. To move a Slice or Slices, edit your portfolio on Web. ![]() When you’re ready to confirm your changes on a given pie, tap ‘Save’ in the top right-hand corner of your screen. Pressing the “X” button on the top left-hand corner of the screen will prompt you to save your changes or close without saving. A security may become inactive after a corporate action. Keep in mind, you will also not be able to save a pie with an inactive security. You will not be able to save your changes until the total percentage equals 100%.
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