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FAQ for Marcus Invest Customers

Will I be charged any fees for transferring my account to Betterment?

Published Apr. 22, 2024

No, there will be no fees to transfer your account from Marcus Invest to Betterment.

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Exposure to Innovative Technology Stocks increases the risk of loss due to adverse economic, business, or other developments that affect those industries or companies. Innovative Technology Stocks exposure decreases with increasing bond allocation.

U.S. value stock exposure decreases with increasing bond allocation. Exposure to value stocks increases the risk of loss due to adverse economic, business, or other developments that affect those industries or companies.

While bonds are substantially less volatile than stocks, investing in bonds is not without risk. Betterment, not BlackRock, is responsible for its advisory relationships with clients.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Betterment’s Licensed Concierge Team offers support for individuals transferring assets to Betterment of $20,000 or more, and receives incentive compensation based on assets brought to or invested with Betterment. Betterment’s revenue varies for different offerings (e.g., Betterment Digital and Premium, Cash Reserve) and consequently Team members have an incentive to recommend the offering which results in the greatest revenue for Betterment. The marketing and solicitation activities of these individuals are supervised by Betterment to ensure that these individuals act in the client’s best interest.

Investment Advice: Advisory services for traditional investments (e.g., ETFs) and digital assets are provided by Betterment LLC, an SEC-registered investment adviser. Betterment LLC does not require clients to maintain a minimum investment account balance. However, accounts below a certain balance may have certain restrictions. For more information, please see additional disclosure.

Traditional Investment Brokerage Services & Custody: Brokerage services are provided to clients of Betterment LLC by Betterment Securities, an SEC-registered broker-dealer and member of FINRA /SIPC, and Apex Clearing Corporation, a third-party SEC registered broker-dealer and member FINRA/SIPC.

Digital Asset Trading Services & Custody: Digital asset trading services and custody are provided by Gemini Trust Company, LLC. For further details regarding the custody of assets, including cash, held at Gemini Trust Company, please see your Gemini user agreement.

Higher bond allocations in your portfolio decreases the percentage attributable to socially responsible ETFs.

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