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Investments

Investing isn't a sprint - your final stretch could last decades, and so should your investment strategy.

 

"Here at StockCross, our robust online platform serves individual and corporate investors coast to coast and around the world, while we continue to offer the personal, one-on-one attention and service our clients expect and deserve."

Andrew McDonald
Managing Director – Investments
Over 20 years of Industry Experience

Free Portfolio Analysis

Getting There, Starts Here

We know that every client’s situation is different. While each journey will be unique, how the journey begins remains the same. At StockCross, we respect your goals and priorities, and are dedicated to working with you to help achieve them. A StockCross Investment Specialist will review your current portfolio and discuss your long-term goals. We will answer your questions and provide recommendations without any fees or obligation.

StockCross Investment Specialists and Customer Service Representatives are available to meet with you in person (in select markets), by phone, or online by e-mail or live chat. We utilize the most effective tools and resources available to discover, implement and fully manage solutions for all of your investment needs.

Our Three Step Analysis

  1. Call Us: We will match you with a StockCross Investment Specialist.
  2. Submit: Send us your current investment statements via our secure e-mail address and/or private fax lines.
  3. Analyze: We will review your current holdings and provide your FREE portfolio analysis. All of your information will be held in the strictest confidence, in accordance to our commitment to your privacy and security.

Contact us today to receive your FREE portfolio analysis.

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Employee Stock Plans 800.388.3965       StockCross Financial 800.225.6196             Customer Support

TRUSTe

Brokerage Products and Services offered by StockCross Financial Services, Inc. - Member FINRA and SIPC.

Investors should consider the investment objectives, risks, charges and expenses carefully before investing. The prospectus and, if available, the summary prospectus contain this and other information about the investment company.  To obtain a prospectus contact StockCross at 800.225.6196. Read the prospectus carefully before investing.

Options involve risk and are not suitable for all investors. Detailed information on our policies and the risks associated with options can be found in the StockCross Options Application and Agreement, Customer Agreement, and by downloading the Characteristics and Risks of Standardized Options, and 2012 Supplements from The Options Clearing Corporation, or by requesting a copy from StockCross free of charge. 

Margin trading involves interest charges and risks, including the potential to lose more than deposited or the need to deposit additional collateral in a falling market. The Margin Disclosure Statement and Agreement (PDF) is available for download, or by requesting a copy from StockCross free of charge. 

Testimonials may not be representative of the experience of other clients and are no guarantee of future performance or success.

Copyright StockCross Financial Services, Inc. 2016.