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StockCross Investor Quick Guide

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Click Here for a Step-by-Step guide on our new trading platform!

Investor Trading FAQs


Online Trading

How do I log on?

Please go to, enter your Online ID (which is defaulted as your account number), enter your default password to initial setup.

What is my Online ID or Username?

Your Online ID or Username is initially defaulted as your account number. Once you log on to the new Investor Trading Platform you can assign a username to log into your account, rather than your account number.

What is my default password?

Your default password is capital "STX" followed by the month you were born (MM in two digits), and the last two digits of your birth year (YY), and the last four digits of your Social Security Number (SSSS). Your password will look like this "STXMMYYSSSS" If you were born in April of 1960 and your last four digits of your SSN are 2727, your default password is "STX04602727".

I do not have a SSN - what will my default password be?

If your Temporary Password is not working it may be for a variety of reasons. StockCross has created a dedicated support team for online support. Please call 888-226-3916, email at [email protected] or speak to us via live chat.

Can I add additional security?

You can create a password to place trades under 'Account Settings' > 'Login'

What if I have multiple/linked accounts?

Your accounts will remain linked, please login using your primary account number.

The system will not let me exceed my buying power/cash available. I used to be able to do that. Why can't I now?

The SEC now requires more stringent risk management controls when allowing automated access to the Markets. Setting the system logic to allow people to spend what they do not have makes no sense. It helps a customer from going overboard by accident; it saves you from yourself! One accidental "0" in the quantity could be disastrous!

I'm a long standing customer, I'd like to place my order and pay in three days. Why won't the system allow me to do that?

Please call our trading department; they will review the account, assess the risk, and place the order for you.

Why is the balance in my "Snapshot" different than the balance in the "Balances" section?

The Snapshot shows the balance at the close of the previous market day. In order to view your current (intraday) balance, refer to the the "My Accounts" tab, then the "Account Balances" section. Your intraday balance will show what your current balance is for that day. If it displays 0.00, then it means your snapshot balance is current.

How far back can I view my activity?

You can view your account activity for the previous two years under 'My Account/s' > 'Transaction History'

How do I log off?

The logoff button is located at the upper right hand corner of the screen.

The FAQs did not answer my question, how can I get help?

StockCross has created a dedicated support team for online support. Please call 888-226-3916, email at [email protected] or speak to us via live chat.

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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.