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How It Works

Exercising your options shouldn't be exhausting.
StockCross enables you to liquidate, diversify or execute
your options with confidence. 

 
If you are an Employee Benefits Administrator, StockCross Corporate Services will handle all of your Options Program management, compliance and reporting needs.
StockCross enables you to liquidate, diversify or execute your options with confidence.

Employee stock options are an integral part of your overall compensation package. When you're fully vested and ready to cash them in, StockCross will help you exercise your option, execute the sale of any portion of your position with the help of our experienced associates, provide you with prompt, accurate reporting and records of your transactions. If you wish, we will work with you to reinvest some or all of your proceeds through a plan designed to help you meet your further financial goals.

If you have a large number of shares to sell, we have the expertise to execute your trade swiftly and with attention to the best quality execution possible, while meeting all compliance and reporting requirements.

Log into your StockCross account and take advantage of our advanced investment tools and online resources:
  • Conveniently manage your account online. Our Investment Representatives and Investment Specialists are there for you every step of the way.
  • If you prefer, StockCross's Select's elite Wealth Management Investment Advisors can handle all aspects of the portfolio management for you.

StockCross supports participants in more than 125 countries, and has the experience to handle your orders as well as give you access to your funds in your local currency:

  • USD (U.S. Dollars)
  • AUD (Australia)
  • EUR (Euro)
  • CAD (Canada)
  • CZK (Czech Republic)
  • DKK (Denmark, Kroner)
  • HKD (Hong Kong Dollars)
  • JPY (Japan Yen)
  • MXN (Mexico Peso)
  • NZD (New Zealand Dollars)
  • NOK (Norway, Kroner)
  • SGD (Singapore Dollar)
  • ZAR (South Africa Rand)
  • SEK (Swede, Kronor)
  • CHF (Switzerland Franc)
  • GBP (United Kingdom Pounds)

Contact us if you would like to explore options with other currencies.



Frequently Asked Questions

My stock options have been sold. When will I receive the funds?

It takes 3 business days for all trades to settle. The funds will be distributed per the instructions on your Stock Option Authorization form or the Outbound Wire Request Form on the settlement date. If the funds are being wired, it may take up to 1 week for them to arrive in your bank account. If your StockCross account shows that the wire request has been transferred, please contact your bank to see if they’re holding the funds for any reason.

I have some shares held at the transfer agent, such as ComputerShare or American Stock Transfer. How can those be transferred into my StockCross account?

You'll need to scan and email a copy of your recent statement, or a screen shot, to [email protected]Please include a note on the statement requesting the transfer of ‘XX’ number of shares to be deposited into your StockCross account number XXX-XXXXX and sign the statement.

Can I use my StockCross account for regular stock and options trading?

Normally yes. Please contact us at: [email protected] to verify that you are not in a restricted country.

I submitted an order to exercise my options. Why hasn't it happen yet?

Once an order to exercise is submitted, the information must be verified with your company's Stock Option Department. The order will be input per verification by your company. You'll receive an automatic email notification at the address listed on your account once the trade has executed.

I just received and email that said, "eDocs notification email for statements/ trade confirmations." What is this for?

This email is to let you know that a document detailing your recent exercise is now available. You may want to keep a copy of this document for tax reporting purposes.
 
 
 
  • 200
    countries where we serve clients.
  • 31
    Years delivering Employee
    Stock Plan services.
  • 54,000
    Employee Stock Plans commenced.
  • 500
    We work with fortune-500 companies.
  • 15
    Different local currencies
    participants can choose from.
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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.