M1 Finance

M1 Finance is a comprehensive financial platform designed to streamline investing, borrowing, and spending. It offers a unique blend of self-directed brokerage features and automated portfolio management capabilities, allowing users to create personalized investment portfolios, known as "pies," which can include stocks and ETFs. These portfolios can be set on autopilot, making it easier to manage investments over time.

One of the key features of M1 Finance is its smart transfer functionality, which enables users to automate financial tasks such as moving funds between accounts, maintaining minimum balances, or allocating money to investments. This feature helps in simplifying financial management by automating routine transactions.

M1 Finance also provides digital banking services, including a high-yield checking account and a credit card with cashback rewards. The platform supports various account types, including taxable brokerage and retirement accounts, and offers dynamic rebalancing and fractional share trading. Additionally, users can access margin loans with competitive rates.

Overall, M1 Finance is designed to provide a seamless and integrated financial experience, combining investment management with banking services in a single platform. It caters to users seeking a flexible and automated approach to managing their finances.

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Website: m1.com

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