M1 Finance
Finance in a new dimension
Starting Price
Free
Basic: Free (1 trade window/day). M1 Plus: $125/year (2 trade windows, lower loan rates, cashback).
M1 Finance combines automated investing, borrowing, and banking in one platform. Its unique "Pie" system lets you build custom portfolios with automated rebalancing—perfect for hands-on investors who want some automation.
- Automated rebalancing
- Dynamic rebalancing
- Tax-efficient trading
- Smart transfers
- Dividend reinvestment
- Portfolio optimization
- Unique Pie system
- Free automated investing
- Fractional shares
- Low margin rates
- All-in-one platform
- No account minimums
- One trade window per day (free)
- No tax-loss harvesting
- Limited research tools
- Customer service issues
- Complex for beginners
M1 Finance uniquely bridges DIY and automated investing. The Pie system is genuinely innovative, and the free tier is generous enough for most users.
Best For:
Self-directed investors who want customizable automation
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- Updated regularly to reflect changes in tax laws and market conditions
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Disclaimer
This content is for informational purposes only and should not be considered financial, tax, or legal advice. Consult with a qualified professional before making financial decisions. TaxMaker strives for accuracy but cannot guarantee all information is current or complete. Past performance does not guarantee future results.