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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.

 
"I really enjoy the quick access, quick trades, low prices and well developed online account information."

S. Rothe, Retired
U.S. Army Corps of Engineers
StockCross Client

StockCross New Account Packages

» Individual Account Package

  • What's included:
    • Account Requirements
    • New Account Application
    • Account Transfer Form
    • Customer Agreement
» Corporate Account Package
  • What's included:
    • Account Requirements
    • New Account Application
    • Corporate Resolution Form
    • Account Transfer Form
    • Customer Agreement

» Coverdell Education Savings Account Package

  • What's included:
    • Account Requirements
    • New Account Application
    • Coverdell Education Booklet
    • Account Transfer Form
    • Customer Agreement

» Custodial Account Package

  • What's included:
    • Account Requirements
    • New Account Application
    • Account Transfer Form
    • Customer Agreement

» Estate or Other Fiduciary Account Package

  • What's included:
    • Account Requirements
    • New Account Application
    • Affidavit of Domicile
    • Account Transfer Form
    • Customer Agreement

» 401k (Self-Trustee) Account Package

  • What's included:
    • Account Requirements
    • New Account Application
    • Certification of Trusteeship
    • Account Transfer Form
    • Customer Agreement

» IRA or Rollover IRA Account Package

  • What's included:
    • Account Requirements
    • New Account Application
    • Retirement Booklet
    • Account Transfer Form
    • Customer Agreement

» Joint Account Package

  • What's included:
    • Account Requirements
    • New Account Application
    • Account Transfer Form
    • Customer Agreement

» Partnership or Investment Club Account Package

  • What's included:
    • Account Requirements
    • New Account Application
    • Appointment of Managing Partners
    • Account Transfer Form
    • Customer Agreement

» Profit Sharing Plan - Equity Institutional Trustee - Account Package

  • What's included:
    • Account Requirements
    • New Account Application
    • Profit Sharing Booklet
    • Account Transfer For
    • Customer Agreement

» Profit Sharing Plan - Sole Trustee - Account Package

  • What's included:
    • Account Requirements
    • New Account Application
    • Certification of Trusteeship
    • Account Transfer Form
    • Customer Agreement

» Roth IRA Account Package

  • What's included:
    • Account Requirements
    • New Account Application
    • Roth IRA Booklet
    • Account Transfer Form
    • Customer Agreement

» SEP IRA Account Package

  • What's included:
    • Account Requirements
    • New Account Application
    • SEP IRA Booklet
    • Account Transfer Form

» SIMPLE IRA Account Package

  • What's included:
    • Account Requirements
    • New Account Application
    • SIMPLE IRA Booklet
    • Account Transfer Form
    • Customer Agreement

» Transfer on Death Account Package

  • What's included:
    • Account Requirements
    • New Account Application
    • Account Transfer Form
    • Transfer on Death Agreement
    • Customer Agreement

» Trust Account Package

  • What's included:
    • Account Requirements
    • New Account Application
    • Certification of Trusteeship
    • Account Transfer Form
    • Customer Agreement

Wiring InstructionsContact Us Online

or Call (800) 225-6196

 
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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.