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M1 Finance Dividend Tracker

Automatically sync your M1 Finance account with REWD — every dividend, every ex-div date, every yield-on-cost across all your holdings. Free plan includes calculators and stock research; automatic M1 Finance sync starts at $9.99/mo.

Why use REWD with M1 Finance?

M1 Finance's 'Pie' model is built around target allocations — a natural fit for systematic dividend investors who want to set a portfolio allocation and have dividends reinvested automatically.

M1's native reporting shows dividend income but not forward projection or yield on cost. REWD fills the gap: for each Pie slice, REWD shows the expected annual dividend, projected growth, and your current yield on cost.

How the sync works

REWD syncs M1 Invest via SnapTrade. M1 Plus membership isn't required.

Supported account types

  • M1 Invest (taxable)
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Trust
  • Joint

Common dividend holdings on M1 Finance

These are among the most-tracked tickers in REWD users' M1 Finance portfolios. Click any ticker to see live dividend data, 5-year growth, and payout-ratio analysis:

Dividend-focused PiesSCHDVYMJEPIMonthly-income blends

M1 Finance-specific gotchas to know

  • M1's dividend reinvestment is automatic at the account level (not per-stock) above a $25 threshold. REWD accounts for this in forward projections.
  • M1 Spend / M1 Borrow balances don't sync — only M1 Invest does.

Plus a full dividend toolkit for M1 Finance investors

Beyond portfolio sync, REWD gives M1 Finance users a research and planning suite that M1 Finance's own platform doesn't include:

M1 Finance + REWD — FAQ

How does REWD sync with M1 Finance?

REWD syncs M1 Invest via SnapTrade. M1 Plus membership isn't required.

Does REWD have access to my M1 Finance login?

No. REWD uses a read-only OAuth token issued by M1 Finance through SnapTrade (SOC 2 Type II certified). Your M1 Finance username and password never touch REWD's systems. You can revoke REWD's access anytime from your Account page.

Which M1 Finance account types sync?

REWD supports: M1 Invest (taxable), Traditional IRA, Roth IRA, SEP IRA, Trust, Joint. If you have multiple M1 Finance accounts, each appears as a separate portfolio in REWD and can also be aggregated into a combined view.

How often does M1 Finance data update in REWD?

Automatic sync runs once daily on paid plans, plus REWD listens for webhook events from M1 Finance when a new dividend is paid. You can also trigger a manual sync anytime (rate limit: 4 manual syncs per user per day).

Does REWD support M1 Finance DRIP?

Yes. REWD reflects your existing DRIP elections at M1 Finance — if a position is set to DRIP on M1 Finance's side, REWD's projections treat it as reinvested. If it's set to cash payout, REWD projects the cash income.

Is there a free plan?

Yes. REWD's free plan includes unlimited holdings, the full calculator library, stock research on 2,500+ tickers, and manual portfolio tracking. Automatic M1 Finance sync is a paid feature ($9.99/mo Base or $19.99/mo Unlimited). Annual plans save ~17%.

Ready to track your M1 Finance dividends?

Free to start. Upgrade to $9.99/mo when you're ready to connect M1 Finance. Read-only sync, cancel anytime.

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Or browse all dividend tracker features · compare with other dividend trackers · read about M1 Finance alternatives.

This tool is for educational and informational purposes only and does not constitute investment, financial, tax, or legal advice. Consult a licensed professional before making investment decisions.

Past performance does not guarantee future results. All projections are hypothetical estimates based on user-provided inputs and may differ materially from actual outcomes.

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