The StockCross Approach

Cutting edge technology; back-to-basics mentality; StockCross Investment Specialists and our rich online resources will help you create and manage a long-term investment strategy.

"StockCross technology and resources allow me to make timely, informed decisions that help my clients better navigate the marketplace. Our advisors bring unique skill sets that thrive in collaboration on behalf of our clients."

Kamyar Kashfi
Managing Director – Investments
15 years industry experience

A Unique Team

What good are hundreds of online features if you only routinely use a few of them?

What good is outstanding customer service if it takes forever to reach a human being?

What good are knowledgeable investment specialists if they are not helping to build your portfolio?

StockCross is dedicated to making good on the promises we make to every investor, every day.

Investment Representatives and Technical Support to Help You Set Up Your Account

Discount Retail Traders

Licensed professionals will:
  • Enter and monitor your unsolicited, self-directed equity and option orders at your direction
  • Provide you with real-time quotes, market data, and news
  • Change, update, or cancel your orders at your direction
  • All at very competitive commission rates

Investment Specialists

  • Answers, advice, recommendations
  • Discover new opportunities
  • Weigh risks and rewards
  • Create a strategy that works for you

Investment Advisor Representatives

  • StockCross SELECT Wealth Management
  • Comprehensive portfolio management

Customer Service Associates

You ask, we answer! Our friendly, experienced customer service associates are a phone call away, ready to help you with anything you may need, including:
  • Account setups
  • Transfers
  • Changing your address
  • Requesting a check
  • Assisting with corporate actions
  • And much more...

Fast and Accessible Online Tools and Resources

Contact Us Online

or Call (800) 993-2015

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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.