Superior Support. Significant Service.

StockCross representatives are passionate about helping participants achieve the most from their portfolio through a wide variety of investment choices.


Executive Services

StockCross provides tailored assistance to address the unique needs and requirements of your Section 16 officers, executives and insiders. We work with your legal counsel and stock administration team to ensure all parties stay well-informed throughout the entire process.



Custom handling 
for custom needs

StockCross handles each plan differently based on the needs of the employees, administrators, and company.



SPECIAL HANDLING FOR LARGE ORDERS

StockCross Trading Group, a division of StockCross Financial Services, uses cutting edge technology, coupled with decades of trader experience to provide ideal trade oversight and handling. This service is offered at no additional cost to the issuer or participant.

10b5-1 PLANS

StockCross works with your executives to design and implement Rule 10b5-1 trading plan, enabling systematic selling and purchasing of company stock at prearranged intervals.


INVESTMENTS AVAILABLE:

  • 30,000+ Mutual Funds1
  • Annuities & Life Insurance2
  • Certificates of Deposits3
  • Collateralized Mortgage Obligations (CMOs)
  • Corporate Bonds
  • Stocks & Options4
  • Tax-Advantaged Municipal Bonds
  • U.S. and Foreign Government Agency Issues

Tools & Education

StockCross provides resources and step-by-step educational materials to help participants navigate their employee stock plan benefits with ease.

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1. Mutual funds are subject to market, exchange rate, political, credit, interest rate and prepayment risks, which vary depending on the type of mutual fund.

2. Variable annuities are sold by prospectus only. Before purchasing a variable annuity, you should carefully read the prospectus and consider the investment objectives and all risks, charges, and expenses associated with the annuity and its investment options.

3. Brokerage Products: Not FDIC Insured • No Bank Guarantee • May Lose Value

4. Options involve risks and are not suitable for all investors.
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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.