AdvisorZone TestFlight Beta
Getting Started with the AdvisorZone Beta
About AdvisorZone
Advice that lives where your money does.
When it comes to building wealth, you don’t have to go at it alone.
Meet M1 Advisor, a registered fiduciary AI financial advisor built directly into the accounts it advises on. It sees your actual balances, remembers your goals, and tailors advice to you.
A robo-advisor allocates a portfolio. A human advisor may give you a meeting once a year. M1 Advisor conducts portfolio reviews on-demand. Make investing decisions, research stocks, analyze performance, and plan for your future with a wealth-management partner that acts in your best interest by law.
Fiduciary advice, automation, wealth management tools
- As a registered fiduciary, M1 Advisor is legally required to act in your best interest
- Advice is personalized to you: your portfolio, 401(k), mortgage, outside accounts
- Get answers a robo-advisor can't give you: Pay down the mortgage or max the IRA
- Invest, save, and borrow in one place
- Build custom Pies of stocks and ETFs; automated investing keeps them on target
- Retirement made simple: Traditional IRA, Roth IRA, SEP IRA, and rollovers
- High-yield cash accounts to keep uninvested dollars earning
- Borrow against your portfolio with built-in margin
- Benchmark performance with interactive charting
- Identify hidden concentration risks in your portfolio
