How-To Guides

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

How to Invest Using a Portfolio Recipe

How to Rebalance your Portfolio

Brokerage Guides

M1 Finance  

Invest at M1 Finance

Rebalance at M1 Finance

More brokerages coming soon...


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