How-To Guides

In order to make the most of, we offer these step-by-step processes for choosing, investing, and rebalancing your portfolio. You may also wish to refer to our list of frequently asked questions. Please contact us if you have a question that is not answered on these pages.

How to Choose a Portfolio Recipe

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How to Invest Using a Portfolio Recipe

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How to Rebalance Your Portfolio

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​Brokerage Guides

Brokerage Comparison

Invest at M1 Finance

Rebalance at M1 Finance

Interactive Brokers

Invest at Interactive Brokers

Rebalance at Interactive Brokers

More brokerages coming soon...

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