Administrative Support

The Corporate Services Support Team is a true partner to you and your participants in supporting your equity compensation plans.


Relationship Management

A dedicated relationship manager is paired with every corporate client for strategic planning and review.


  • Establishing best practices with regards to implementation and ongoing procedures
  • International expertise for your global plans
  • Participant Education: on-site, webinar, and documentation

  • Primary point of contact for participant inquiries
  • Timely settlement of proceeds and company payments
  • Trade disposition and cost-basis reporting
  • Trading restrictions and blackout coordination

Custom Platforms

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

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Call Us: 1-800-338-3965
E-Mail Us: [email protected]

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Employee Stock Plans 800.338.3965       StockCross Financial 800.993.2015             Customer Support


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 800.993.2015. 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. 2018.