Can I opt out of the transfer?

Yes. 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.  For information about your Marcus Invest account(s) and the opt out process, visit Marcus Invest Transition FAQs page, where you'll find additional details. You can also email Marcus Invest at, or give Marcus Invest a call at 1-833-720-6468.