M1 Finance Reviews & Ratings

M1 Finance

5.0 out of 5 stars
Fidelity Reviews & Ratings

Fidelity

4.7 out of 5 stars

Ratings and Reviews 1 Rating

Total 5 out of 5 stars
ease 5 out of 5 stars
features 5 out of 5 stars
design 4 out of 5 stars
support 4 out of 5 stars

Ratings and Reviews 3 Ratings

Total 4.5 out of 5 stars
ease 4.5 out of 5 stars
features 4 out of 5 stars
design 4.5 out of 5 stars
support 5 out of 5 stars

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What is M1 Finance?

Streamline your financial management, encompassing investments, loans, and expenditures, all through one cohesive platform. You set the financial goals that matter to you, while we handle the automation processes for you. With an intuitive and free app, M1 manages routine activities, freeing you to concentrate on your larger financial aspirations. Achieve the perfect mix of personalization and automation as you navigate your financial choices. By reducing management fees, you gain additional resources to allocate toward your future investments. Acknowledging that your time is as valuable as your money, you make critical decisions, and we manage the finer points. You recognize that building true wealth is rooted in steady investing rather than fleeting trading or neglected retirement accounts. Our service is crafted to be adaptable, fitting your unique circumstances, and is heavily automated for your convenience. Your finances are strategically invested in a way that aligns with your preferences, all without incurring any fees. Take advantage of a flexible credit line offered at an incredibly low interest rate, enabling you to borrow against your investments with ease. Embrace the finest elements of digital banking, seamlessly integrating with your investment approach, empowering you to optimize every dollar effectively. This method simplifies financial oversight while simultaneously boosting your prospects for sustainable growth over the long term. The combination of these features ensures that you are not only managing your money but also strategically positioning yourself for future success.

What is Fidelity?

Whether you need comprehensive wealth management or guidance on planning for retirement, our services are tailored to assist you throughout your financial journey. We provide a variety of advantages, such as no account fees, commission-free trading, and no minimum balance requirements for account openings, which enhance the potential of your investments. You will benefit from intuitive tools and the latest insights from our knowledgeable team. Grasping your current financial status is crucial, so make use of our assessment tool to evaluate your readiness for retirement and pinpoint areas that need attention. Our cost-effective robo-advisory services deliver expert investment management, accommodating both fully digital investments and hybrid arrangements that include access to advisors when needed. You will be paired with a dedicated advisor who will offer personalized advice aimed at optimizing and protecting your wealth. Furthermore, you can subscribe to our weekly newsletter for expert analysis on market trends, investment tactics, and personal finance strategies that can empower your financial choices. In addition, our team is committed to ensuring that you navigate the complexities of your financial future with confidence and clarity, providing you with the necessary support every step of the way.

Media

Media

Integrations Supported

Option Alpha
The Dividend Tracker

Integrations Supported

Option Alpha
The Dividend Tracker
Fintech Sandbox
Medved Trader
Netchex
Nitrogen
Obol
PortfolioPilot
ProTracker Advantage
ProTracker RMD
Provisian
RightCapital
Riskalyze
Silvia
Surmount AI
Taiki
TradeZella
TradersPost
TradingDiary Pro
VISE

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

Pricing not provided

Supported Platforms

SaaS
Android
iPhone

Supported Platforms

SaaS
Android
iPhone
iPad

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
On-Site Training

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

M1 Finance

Date Founded

2015

Company Location

United States

Company Website

www.m1finance.com

Company Facts

Organization Name

Fidelity Investments

Date Founded

1946

Company Location

United States

Company Website

www.fidelity.com

Categories and Features

Categories and Features

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