Banking | My Site 5

top of page

Home
More

Use tab to navigate through the menu items.

Thank you!
We will reach out within 48 hours

Small steps lead to big impact. With ChanGe Inc, your money grows while creating positive change for you and oth

MakingChang Investment Products | Not FDIC Insured | No Bank Guarantee | May Lose Value

SIPC protection applies to eligible assets in MakingChang investment accounts, covering up to $500,000 in the event of certain broker-dealer insolvency situations. Learn more at

Important Disclosures

Investing through MakingChang involves risk, including the potential loss of principal. Please consider your financial goals, risk tolerance, and MakingChang’s pricing before investing. Investment advisory services are offered by MakingChang Advisers, LLC, an SEC-registered investment advisor. Brokerage services are provided by MakingChang Securities, LLC, a member of FINRA/SIPC. You can review MakingChang Securities, LLC's background at FINRA’s BrokerCheck.

MakingChang, Invest for Impact™, Auto-Grow™, and the MakingChang logo are trademarks of MakingChang Financial Technologies, Inc. All product and company names mentioned are the property of their respective owners and may be trademarks™ or registered® trademarks. Their use does not imply affiliation or endorsement.

MakingChang Wrap Fee Brochure | Form CRS

For full terms, disclosures, and risk information, please visit https://www.makingchang.com/terms

Let me know if you'd like to customize the names of features (e.g., Round-Ups equivalent), or if you'd like a downloadable PDF version.

bottom of page

Thank you! We will reach out within 48 hours

Thank you!
We will reach out within 48 hours