Marstone Wealth vs Impact Banking

Achieve Your Financial Goals with Marstone Wealth Marstone Wealth provides a secure, user-friendly platform for managing your investments. With low account minimums and expert guidance, you can build a diversified portfolio tailored to your needs. • Personalized Portfolios: Receive strategies designed for your goals. • Link & Track Accounts: Stay on top of your finances with ease. • Automate Deposits: Simplify saving and investing. • Secure & Trusted: BNY Pershing safeguards your assets.

See how your spending reflects your values. Impact Banking helps you understand the social and environmental impact of your everyday purchases — so you can make financial decisions that align with what truly matters to you. Spend with purpose. Automatically sync your transactions and see clear insights into where your money goes. Gain visibility into the companies behind your purchases and their social and environmental practices. Align with your values. Each brand is analyzed across key categories like sustainability, diversity, and ethical practices. See which companies align with your principles — and which ones don’t — so you can shop with confidence. Get personalized recommendations. Discover mission-driven businesses and better alternatives that match your values. Every recommendation helps you redirect your spending toward a more sustainable and equitable economy. Make your impact visible. Track your progress over time and celebrate your growing positive impact. Every dollar you spend can support change — Impact Banking shows you how. Support mission-driven businesses. Discover and back veteran, minority, and women-led enterprises, plus organizations driving social and environmental change. Create positive impact with your savings. Your money doesn’t have to sit still, every dollar you save powers solar energy, strengthens communities, and helps build a brighter, more sustainable future, all while earning high interest at an FDIC-regulated bank. Join the movement. Empower your wallet to reflect your world view. Download Impact Banking and start building a financial life that’s as conscious as you are.