Marcus is assigning your Marcus Invest Agreements to Betterment. Immediately after the transfer, your Marcus Invest Advisory Agreements and Marcus Invest Customer Agreements will be amended and replaced with the Betterment Client Agreements effective at that time to reflect Betterment’s offering and services. Even if you do not claim your account at Betterment, following the transfer your assets will be subject to the Betterment Client Agreements. The current version of the Betterment Client Agreements is available here, and will be provided again as part of a Betterment welcome communication.
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