Our Advantage

We consider ourselves an extension of your team, working to exceed your expectations in every way.

Custom Platforms for All Sizes

StockCross prides itself on providing personal service regardless of the size and components of your stock plan.



Flexible Service Model

StockCross partners with multiple technology companies to give you the flexibility of selecting the perfect administration and reporting platform to combine with brokerage services.

Employee Stock Plan Portal

The StockCross portal provides full access to company equity through a single sign on at www.stockcross.com.

Features:

  • Company specific homepage
  • Online account activation
  • Real-time trading
  • Self-service access to equity portfolio and statements
  • Worldwide participant access and support

Alerts:

  • ESPP enrollment
  • New grants, online grant agreements
  • Option exercise elected, transacted, and settled
  • Option expiration
  • Restricted stock taxable event

Technology Advantage

StockCross technology partnerships create a distinct advantage through FIX connection trading and real-time transaction reporting. True integration reduces risk through immediate updates on the record keeping and brokerage platforms — no file transfers necessary.

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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.