M1 Finance has been notorious for having connection issues, for whatever reason. It seems that connections do update eventually if you wait long enough, but we realize this isn't ideal for an end-user who wants to see their updated data.

As a result, we've discovered a temporary workaround, if you're experiencing connection/update issues with M1 Finance.

M1 Finance's parent company is Apex Clearing. This means that any holdings that you've purchased in your M1 Finance brokerage account are actually being held by Apex Clearing. You can read more about that here: https://help.m1.com/hc/en-us/articles/221052207-M1-s-clearing-firm-Apex-Clearing.

Follow the steps below to create an account with Apex Clearing, which you can then connect to The Dividend Tracker.

1. Go to apexclearing.com and click on the 'Account' icon in the top-right corner of the page.

2. Click on "Create User ID" underneath the login form.

3. Click "Next".

4. In a different tab, log into your M1 Finance account in a browser. Click on your name in the top-right corner, and then click on "View Account Settings".

5. Click on the 'Accounts' tab.

6. Copy the account number listed in the "Number" column, and then go back to the Apex Clearing tab you left open.

7. Paste in the account number you copied, and then click "Next".

8. Enter your Social Security Number and then click "Next".

9. Enter your Email Address and then click "Next".

10. Create some security questions and then click "Next".

11. Create a User ID and password. Remember these.

12. After your Apex Clearing account has been successfully created, log back into the Dividend Tracker and create a new 'Automatic Portfolio' and name it whatever you'd like. Here, we named ours "Apex Clearing", but you may want to name it "M1 Finance" instead.

13. Click "Link Account".

14. Search for "Apex Clearing". Enter the User ID and password that you created in the previous step on the Apex Clearing website. Then, follow the remaining prompts to finish connecting your account.

15. Wait for your holdings to import. Once they've imported, you'll likely notice that your Average Price data and Yield on Cost information look incorrect. The Apex Clearing integration fails to accurately import your average price information, which is why these values look incorrect. Not a problem, we can fix this ourselves. Click on the "Edit" button.

16. Enable the toggle that says "Override Average Price". Then, enter your average cost per share. You should be able to find this data inside your M1 Finance account. Then click save.

17. Success! Your holdings should now be imported, and your data should all look correct.

We realize that's fairly long process to get working, but once set up, everything should update properly until the M1 Finance integration has been resolved.