You can use the "Table of Contents" to jump to a specific part of the page.
Once you're done here, go back to the page you were on to resume your progress to riches.
Setting up your account
For a great video on how to set up and use M1 Finance, check out the one below:
If you'd like to see all the steps visually, follow along below:
- First, click this link to get started
- After you enter your email, password, and phone number you'll be sent to this page:
- Next you'll link your bank, investment, and other accounts on this page:
- And you're done!
Don't worry if you don't know when you plan to retire or how much you have saved in cash; those can both be changed later.
Linking more accounts
For this, check out Personal Capitals set-by-step guide here.
Closing your account
Click here to see go to Personal Capitals support page on how to close your account or a specific investment account.
Have a question?
Still have questions? Send them over by clicking here.