How do I access my tax forms after my Marcus Invest account is closed?

If you were a Marcus Invest customer who transferred to Betterment, access to your historical account documents, including account statements and tax forms, will remain available at marcus.com until December 31, 2025.

This information is specific to former Marcus Invest customers. For general Betterment tax forms, these will always be available in the Tax Forms section of your Betterment account.