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Planning

How long you will live is up to your health and your luck. How well you will live is up to you. Start planning your future today.

 
"No matter what suite of StockCross services you choose - from working with a discount broker to having a dedicated rep assigned to your account - you're important to us!"

Diane Tobey
Asst. Operations Manager
Boston Branch Manager
30 years at StockCross

New to Investing

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Learn the lingo, monitor trends, discover popular investment strategies, and much more.
 

Retirement

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Take control of your many retirement accounts: consolidate multiple employer 401ks, roll over under-performing IRA's, fund new Roth IRA's, and more.

Life Events

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Exercise your grants to your maximum financial advantage within full compliance of the law.
 

Exercising Stock Options

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Whether you're just starting your career, getting married, saving college funds or nearing retirement; StockCross has a wide variety of options to help you create a sound financial strategy.
 
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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.