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Forms & Account Types

Whether you are ready to open a new account through one of our account packages or just need to fill out an individual form, all your StockCross form needs can be met here.

 

"At StockCross, I have the ability to act in my client's best interest by providing a wide variety of investment choices. As an independent broker, I am not guided by what is in the company inventory, as often happens with some other firms. Our clients' goals are the driver for determining the most appropriate investment solutions."


Steven H. Weiss, CFS
Vice President - Investments
5 years at StockCross

StockCross SELECT Forms

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StockCross SELECT Individual Forms

» SELECT Brokerage Checkwriting Application

» SELECT Brokerage Customer Agreement

» SELECT Brokerage New Account Application

» SELECT One-Time Distribution Request

» SELECT Corporate Resolution

» SELECT Durable Power of Attorney Affidavit & Indemnification

» SELECT IRA Beneficiary Designation Form

» SELECT IRA Checkwriting Application

» SELECT IRA Customer Agreement

» SELECT IRA New Account Application

» SELECT IRA One-Time Distribution Form

» SELECT IRA Periodic Distribution Form

» SELECT IRA Recharacterization Request

» SELECT Margin Application

» SELECT Option Application

» SELECT Partnership Agreement

» SELECT Roth IRA Conversion Form

» SELECT SIMPLE IRA New Account Application

» SELECT Transfer of Assets Form

» SELECT Transfer on Death Form

» SELECT Trustee Certification

» SELECT Money Line Transfers


StockCross SELECT Account Packages

» Individual Account Package

  • What's included:
    • Account Requirements
    • Brokerage Account Application
    • Transfer of Assets Form
    • Customer Agreement

» Joint Account Package

  • What's included:
    • Account Requirements
    • Brokerage Account Application
    • Transfer of Assets Form
    • Customer Agreement

» Custodial Account Package

  • What's included:
    • Account Requirements
    • Brokerage Account Application
    • Transfer of Assets Form
    • Customer Agreement

» Transfer on Death Account Package

  • What's included:
    • Account Requirements
    • Brokerage Account Application
    • Transfer on Death Form
    • Transfer of Assets Form
    • Customer Agreement

» Trust Account Package

  • What's included:
    • Account Requirements
    • Brokerage Account Application
    • Certification of Trusteeship and Investment Power Form
    • Transfer of Assets Form
    • Customer Agreement

» Estate or other Fiduciary Account Package

  • What's included:
    • Account Requirements
    • Brokerage Account Application
    • Affidavit of Domicile Form
    • Transfer of Assets Form
    • Customer Agreement

» Corporate Account Package

  • What's included:
    • Account Requirements
    • Brokerage Account Application
    • Corporate Resolution Form
    • Transfer of Assets Form
    • Customer Agreement

» Limited Liability Account Package

  • What's included:
    • Account Requirements
    • Brokerage Account Application
    • Limited Liability Form
    • Transfer of Assets Form
    • Customer Agreement

» Non Prototype Account Package

  • What's included:
    • Account Requirements
    • Brokerage Account Application
    • Certification of Trusteeship and Investment Power Form
    • Transfer of Assets Form
    • Customer Agreement

» Unincorporated Account Package

  • What's included:
    • Account Requirements
    • Brokerage Account Application
    • Corporate Resolution Form
    • Transfer of Assets Form
    • Customer Agreement


If you have any questions or would like more information about any of the following accounts please feel free to contact a Customer Service Representative through our live chat feature on our website, call at 800-225-6196 or email [email protected]

  • Simple IRA
  • IRA, Rollover IRA, or Roth IRA
  • SEP IRA
  • Profit Sharing or Money Purchase Pension Plan
  • Partnership or Investment Club

  • Wiring InstructionsContact Us Online

    or Call (800) 225-6196

     
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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.