ForexQ.com
ForexQ.com
According to its official website, M1 Finance is a Chicago-based (200 N LaSalle St.) financial technology company that describes itself as an AI wealth management platform; the "M1" brand covers M1 Holdings Inc. and its wholly owned affiliates M1 Finance LLC, M1 Spend LLC, M1 Digital LLC and M1 Advisory Services, LLC. Brokerage products and services are offered by M1 Finance LLC, an SEC-registered broker-dealer and member of FINRA/SIPC, advisory services by M1 Advisory Services, LLC, an SEC-registered investment adviser; crypto is offered through Bakkt Trust, and high-yield savings accounts and personal loans are furnished by B2 Bank NA, Member FDIC, since M1 is not a bank. The site refers to more than 400,000 clients and over $14 billion in client assets as of September 2026. Investors build "Pie" portfolios of stocks and ETFs; purchases are executed automatically in scheduled trade windows, dividends can be reinvested, and accounts with more than $2,000 in eligible securities can borrow on margin at 5.90%. Individual, joint, custodial, Traditional, Roth and SEP IRA, trust and crypto accounts are available; the high-yield cash account pays 3.35% APY and cash swept to partner banks is eligible for FDIC insurance up to $4.75 million. Self-directed brokerage accounts carry no commission, trading or management fees; a $3 monthly platform fee applies to balances under $10,000. This information is the company's own statement.
User reports found online are classified by topic. The reports are compiled from records on Trustpilot, WikiFX, Şikayetvar and FastBull, and one person's records count once.
No complaint records have been compiled for M1 Finance yet, so no comparison list is shown. Below are institutions operating in the same service area whose licences are verified.
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According to the data, M1 Finance has 1 verified licence (SEC); there are no classified user reports yet. This page does not express an opinion; licence records come from official registers and reports from sourced records.
Licences verified in official registers: SEC (United States) – SEC 8-69670 · CRD 281242.
No classified user reports about M1 Finance yet. Sources: Trustpilot, Şikayetvar, WikiFX, FastBull.
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Licence records are checked against official registers (last verification 11.11.2026). Complaint records are re-scanned every month on Trustpilot, Şikayetvar, WikiFX, FastBull. The institution’s details were last checked on 11.11.2026.
