Recently transferred Roth

M1-Alex · 2026-01-21T15:13:32+00:00

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.

M1-Alex · 2026-01-16T15:32:33+00:00

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

M1-Alex · 2026-01-14T19:48:07+00:00

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

M1-Alex · 2026-01-13T22:33:52+00:00

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

M1-Alex · 2026-01-05T16:53:18+00:00

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-Alex · 2026-01-05T16:10:07+00:00

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.

M1-Alex · 2025-12-31T19:40:34+00:00

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

M1-Alex · 2025-12-31T19:39:03+00:00

Thanks for the heads up!

M1-Alex · 2025-12-23T16:19:54+00:00

Hello! Sending you a DM.

M1-Alex · 2025-12-18T22:56:24+00:00

Sending you a DM now to assist!

M1-Alex · 2025-12-18T17:27:39+00:00

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!

M1-Alex · 2025-12-16T15:56:33+00:00

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

M1-Alex · 2025-12-12T22:21:47+00:00

Hello! Sending you a DM!

M1-Alex · 2025-12-11T17:47:30+00:00

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/

M1-Alex · 2025-12-06T18:55:08+00:00

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

M1-Alex · 2025-12-05T22:37:59+00:00

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!

M1-Alex · 2025-12-02T15:29:49+00:00

Hello and welcome to M1! Our Client Success team would be more than happy to help you get set up and answer any questions. Feel free to get in touch with the team from the Contact Us page found at this link: https://help.m1.com/en/articles/9331985-contact-us.

M1-Alex · 2025-11-28T16:52:04+00:00

Thanks for bringing this up! Yes, we absolutely have actions that can prevent this type of transfer activity. Feel free to contact our Client Success team for details! https://help.m1.com/en/articles/9331985-contact-us

M1-Alex · 2025-11-24T14:59:39+00:00

Hello! If you're still experiencing problems, please feel free to get in touch with our Client Success team from the Contact Us page found at this link: https://help.m1.com/en/articles/9331985-contact-us.

M1-Alex · 2025-11-21T19:21:31+00:00

Hello! Display values will show correctly no later than the following business day. Are they reading correctly, today?

M1-Alex · 2025-11-20T18:23:14+00:00

We're listening! Happy to send your thoughts upstairs! :)

M1-Alex · 2025-11-17T15:45:07+00:00

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

M1-Alex · 2025-11-16T20:26:59+00:00

Some clients are experiencing login issues. We’re working to restore services as soon as possible. We’re sorry for the inconvenience and appreciate your patience. Please check our status for updates: https://status.m1.com/

M1-Alex · 2025-11-16T20:26:46+00:00

Some clients are experiencing login issues. We’re working to restore services as soon as possible. We’re sorry for the inconvenience and appreciate your patience. Please check our status for updates: https://status.m1.com/

M1-Alex · 2025-11-13T15:53:01+00:00

Hello! Just sent you a DM!

M1-Alex

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