Features Cross State Financial
Cross State Financial Advisors use financial strategies customized to meet each client’s financial needs, no matter their stage of life.
This app is offered at no cost to current clients.Cross State Financial Clients:Stay connected with your Advisor and your Investments.- View current account positions and transactions- 24/7/365 Access to statements and performance reportStay Secure.- Upload a document to your advisor from your mobile device in a secure environment- Set up Touch ID ®/Face ID ® to security log in to the app instead of using your password (if your device allows)Cross State Financial is an SEC Registered Investment Advisory Firm.IMPORTANT NOTICEYou may be charged access fees from your wireless service provider depending on your mobile device.
Please check with your wireless service provider for details on specific fees and charges.Investment products are not FDIC insured, not bank guaranteed, and may lose value.
Social Features
Connect and share with friends and the community.
Productivity Tools
Boost your productivity with powerful tools and features.
Financial Tools
Manage your finances and track your expenses easily.
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Available for Android 8.0 and above