Forms & Account Types

Open an account, transfer or rollover funds, change beneficiary information, and much more. Find the form you need, download and print, and return it to us signed by mail, e-mail, or fax.

"I appreciate your competitive commission schedule and the ability of StockCross personnel to assist in unusual trades. There's also no time wasted talking to people who are trying to solicit my trades."

B. Hill, 68
Retired Public Utilities Executive
StockCross Client

StockCross Forms


If you're opening a new account, most of the forms you will need are right here; Individual, Joint, Custodial, TOD, Education Coverdell Account, and much more.

Account Packages


StockCross offers a variety of account packages tailored to your needs.

Employee Stock Plan Forms


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

Retirement Forms


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

Brochures & Resources


Grow your knowledge along with your investments. Whether you are new to the market or a seasoned pro, broaden your investing expertise and wealth-building savvy with continually refreshed educational materials, trend analysis and market data from the StockCross library.

StockCross SELECT Forms


Work with our SELECT Investment Advisor Representatives to custom build a fully managed wealth management program that is right for you.
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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.