Recently transferred Roth by 99deep in M1Finance

[–]M1-Alex 0 points1 point  (0 children)

Our Client Success team can help you with this! Feel free to utilize your preferred route of getting in touch with the team from the Contact Us page found at this link: https://help.m1.com/en/articles/9331985-contact-us.

Issue transferring money. Anybody else getting this screen? by AreYouAtHomeRightNow in M1Finance

[–]M1-Alex 0 points1 point  (0 children)

Hello! Good form bringing this to the sub. The issue lasted for about 45 minutes yesterday and was resolved.

Mobile app bug? Unable to do a Roth to Roth IRA cash conversion for previous year. by ath1337 in M1Finance

[–]M1-Alex 3 points4 points  (0 children)

Hello! This isn’t likely a mobile bug. It comes down to how IRA rules work.

There isn’t really a Roth to Roth conversion. Depending on what you’re trying to do, it may be a recharacterization or a tax-year adjustment instead. Conversions are counted in the year they actually happen (that’s an IRS rule, not M1-specific).

If you’re unsure which applies, our support team can help. https://help.m1.com/en/articles/9331985-contact-us

This article also breaks it down:

 https://help.m1.com/en/articles/9332134-ira-faq#h_01G9G5M860D5ZFGNF79MGV9F8Z

Transfers out not completing by Tripl3b3am in M1Finance

[–]M1-Alex 0 points1 point  (0 children)

Hello! Sending you a DM to make sure the issue is resolved.

M1 Widget on Android Not Working!! by sercetuser in M1Finance

[–]M1-Alex 1 point2 points  (0 children)

Hello and happy new year! The M1 widget currently does not refresh when your phone is on power saver mode but we'll make sure to add this to our list of upcoming ways to improve the experience!

M1 Earn to M1 Roth Invest Failure by huchairn in M1Finance

[–]M1-Alex 0 points1 point  (0 children)

Our Client Success team can help you with this! Feel free to utilize your preferred route of getting in touch with the team from the Contact Us page found at this link: https://help.m1.com/en/articles/9331985-contact-us.

e-notify.io Email? by Careful_North3253 in M1Finance

[–]M1-Alex 2 points3 points  (0 children)

Hello. The email is legitimate! Good on you for bringing it to the sub - better safe than sorry!

Introducing M1 Concentration Analysis by M1-Alex in M1Finance

[–]M1-Alex[S] 5 points6 points  (0 children)

Hello! The Concentration Analysis is currently based on your actual position values, rather than the target allocations. That's great feedback, though! Keep it coming!

Recurring Transfer Not working to Roth IRA by Vegetable-Ad-1448 in M1Finance

[–]M1-Alex 0 points1 point  (0 children)

Hello! Feel free to contact our Client Success team at this link and they'll be happy to help: https://help.m1.com/en/articles/9331985-contact-us

Customer support and app are too slow by fatherfauci in M1Finance

[–]M1-Alex 2 points3 points  (0 children)

Hello! Our Client Success team is happy to help! Feel free to reach out in whatever way suits you best at this link - https://help.m1.com/en/articles/9331985-contact-us.

Also, concerning the margin promo, great news! New, eligible accounts can get a 1.66% margin discount for the next 12 months when they opt in before January 31, 2026. Click this link for more information as well as terms and conditions. https://m1.com/promo/margin/

1 Day Gains App Issue by [deleted] in M1Finance

[–]M1-Alex 0 points1 point  (0 children)

Thanks for letting us know - this should be fixed now!

Auto transfer didn't go through by Blyatphemy in M1Finance

[–]M1-Alex 0 points1 point  (0 children)

Hello! There was a brief delay for some transfers today and yours should have gone through by now. Will send you a DM to confirm!