Forms & Account Types

Whether you are ready to open a new account through one of our account packages or just need to fill out an individual form, all your StockCross form needs can be met here.

"StockCross can help any investor - from the hands on type to self-directed. No matter what stage of life you are in, expect to receive the top-notch service and very competitive prices from our many experienced Investment Representatives."

James Cunningham
Regional Manager
Director of Services Support
20 years industry experience

Brochures & Educational Material

Brochures

» StockCross FINANCIAL SERVICES Brochure

» StockCross SELECT Brochure

» Reverse Convertible Brochure

» OCC (Options Clearing Corp) Disclosure

» StockCross Employee Stock Plans

Educational Materials

» Introduction to Certificates of Deposit (CDs) and Money Market Funds

» Introduction to Corporate Bonds

» Introduction to Government and Agency Securities

» Introduction to Investment Companies (Mutual Funds)

» Introduction to Municipal Bonds

» Introduction to Collateralized Mortgage Obligations (CMOs)

» Introduction to Options Trading

Form Examples

» StockCross 1099 Example

» StockCross Statement Example

» StockCross Trade Confirmation Example

or Call (800) 225-6196

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. 2013.