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Resources

Everything you need to manage your StockCross portfolio is here at your fingertips. If you have questions, we are here to help you by phone, e-mail or live chat.

Forms and Account Types

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If there is action to take, this is your place to start. Open an account, transfer or rollover funds, change beneficiary information, and much more.
 

Calculators

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Before you invest, explore your options and test your strategies using different variables.  Find our tax and retirement calculators here.
 

Office Locations

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StockCross has offices across the country. Click to find a StockCross location near you. Stop by, we'd love to meet you!

Financial Glossary

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Finance Terminology - clearly defined.
 

Brochures & Educational Info

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StockCross has many brochures and educational materials for you to understand a variety of investment opportunities.
 

Rates and Fee Schedule

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Know the terms, fees and conditions of your account.
 

News and Insights

Up to the minute market news and analysis from popular third party industry sources.

06/01/2015
Looking to Start Investing? Time to Get Educated
05/20/2015
Why Robo-Advisors Can't Beat the Personal Touch of a Real Financial Advisor
05/04/2015
Wealthy Investors Stick with Human Advisers, Eschewing Robo-Trading
View all News & Insights
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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.