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FAQ for Marcus Invest Customers

When will the transfer take place?

Published Apr. 22, 2024

Betterment expects the accounts to transfer on or about June 29, 2024 (the “Transfer Date”).

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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.

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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.

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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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