r/M1Finance

I ask as I'm currently building a dual-purpose portfolio, big chunk in technology/semis + SCHD, and another chunk in NEOS higher-yielding products.

I've noticed that with funds like MLPI, they seem to drop onto M1 approximately 3 months after the inception date. Perhaps other metrics need to be met as well, AUM and so on, but if those are met it seems that 3 months/90 days is the magic number.

The NEOS fund I'm eager to add soon is XQQI to round out my high-yield covered call pie.

It's at 69 million in net assets (M1 has listed funds with much lower numbers) and it's coming up on the 3 month mark from inception, May 2nd or 3rd.

Has anyone here tracked the metrics M1 uses before a security is listed on the platform? It would be helpful to know the process so I can better do my financial planning.

Got an email with this subject line and my first thought was, FML, not again. I thought they might be abandoning the product and that I’d need to move all my bill autopays to another account, but luckily it looks like nothing much is actually changing.

I have a HYSA account with B2 (I think M1’s own bank), and I know they stopped allowing new members some time ago. Have there been any updates on that? Are they planning to reopen it to new members, or are they shifting more toward the CMA instead? If B2 isn’t really part of their long-term plan, I’d rather close it now than later.

Assume it would sell my full $3200 and nothing more when the system catches it in the background? It’s telling me I can sell the full $32k