Welcome to the Marcus app! We’ve introduced some exciting updates since we’ve first launched, including adding Marcus Insights to our app experience. Marcus Insights brings your finances together in a single dashboard with smart tools and trackers to help you optimize your money.
We’ll show you how to get started with Marcus Insights below, but let’s walk you through everything you can do in the app including:
Log in to the Marcus app quickly and securely with just a touch or glance with fingerprint or facial recognition. The app has a simple navigation so you can conveniently access your accounts and profile details with just a few taps:
For a snapshot of your accounts
To drill into your account details
To view your transactions
(Note: this feature is unlocked once you’ve enrolled in Marcus Insights)
To view your profile, FAQs and access to customer support; you can also log out of the app from here
You can also scroll down for articles that may help inspire your financial strategies and provide tips on making the most of your money.
The best way to learn about navigating the app is to tap, swipe and scroll your way through. Go ahead and play around with it – see what you discover.
Good to Know: We care about your security and know you do, too. We’ve taken measures to safeguard your personal information and account details, such as the use of multi-factor authentication in the app.
From the home feed of your app, look for a tile that invites you to get started with Marcus Insights. Follow the on-screen prompts to unlock Marcus Insights and link your first account.
Once you’ve enrolled in Marcus Insights, we’ll help give you a clear picture of your finances so you can find new ways to optimize your money. Features include:
Your accounts at a glance – get a view of your checking, savings, loan, and investment accounts alongside your Marcus accounts, all in one place. Learn more here.
Spending by category and by most frequented merchants
Monthly cash flow – see your month at a glance: what you’ve saved, spent, and invested, and what’s left over. Learn more here.
From the home screen, tap on the Marcus savings account you want to view. Tap or swipe to your right on the chart to get a view of your savings history over time. Below the chart, you can see your account details including transfers, deposits and interest earned.
Tap ‘See More’ to get a detailed look into your account including the routing and account numbers. Then, scroll down to see your recent transactions.
Simply tap on ‘Make a Transfer’ from the account details screen to make a transfer. From here, you can make a one-time or recurring transfer.
The Transfer Tracker is intended to give you additional clarity – and peace of mind – about when your money will arrive in your Marcus account.
From the home screen, tap on the Marcus loan you want to view. The bar shows your remaining principal balance on your loan in a way that visually highlights your progress.
Tap ‘See More’ to get a detailed by-the-numbers look at your account activity – including principal remaining and APR. Scroll down to see your recent payments.
Simply tap on ‘Make a Payment’ to get to this screen. From here, you can make a one-time payment, or enroll in AutoPay.
There can be a lot of clutter in apps today. Our designers wanted to create an app where your finances are easily digestible. With an intuitive and streamlined design, the app is a place where you can get things done with your money.
Simply tap on ‘Make a Payment’ to get to the screen below. From here, you can make a one-time payment, or enroll in AutoPay.
The Marcus app is available in both the App Store and Google Play. Available in the US only. Marcus Insights is available on iOS, Android and web. User experience and user interface may differ slightly based on mobile device and platform.
This article is for informational purposes only and is not a substitute for individualized professional advice. Individuals should consult their own tax advisor for matters specific to their own taxes and nothing communicated to you herein should be considered tax advice. This article was prepared by and approved by Marcus by Goldman Sachs, but does not reflect the institutional opinions of Goldman Sachs Bank USA, Goldman Sachs Group, Inc. or any of their affiliates, subsidiaries or division. Goldman Sachs Bank USA does not provide any financial, economic, legal, accounting, tax or other recommendation in this article. Information and opinions expressed in this article are as of the date of this material only and subject to change without notice. Information contained in this article does not constitute the provision of investment advice by Goldman Sachs Bank USA or any its affiliates. Neither Goldman Sachs Bank USA nor any of its affiliates makes any representations or warranties, express or implied, as to the accuracy or completeness of the statements or any information contained in this document and any liability therefore is expressly disclaimed.
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