If you have a Marcus Invest account, you recently received a communication from Marcus Invest stating that it will no longer be offering investment products and services and it has agreed to transfer its existing customer accounts to Betterment.
Learn More at Betterment | Learn More at Marcus Invest
Betterment expects the accounts to transfer on or about June 29, 2024 (the “Transfer Date”).
If you wish to opt out of the transfer, you can choose to receive a cash distribution from Marcus Invest (which may result in the realization of taxable gains) or seek to transfer your assets to another custodian/broker dealer by June 20, 2024.
J.P. Morgan Self-Directed Investing (Up to $700 Cash) | TradeStation ($3500 Cash) |
M1 High-Yield Cash Account (5.50% APY) | WeBull (Free Stocks) |