Cross State Financial Advisors use financial strategies customized to meet each client’s financial needs, no matter their stage of life
Cross State Financial
What is it about?
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.
App Screenshots
App Store Description
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 report
Stay 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 NOTICE
You 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.
Face ID, Touch ID and Apple Watch are registered trademarks of Apple Inc.
AppAdvice does not own this application and only provides images and links contained in the iTunes Search API, to help our users find the best apps to download. If you are the developer of this app and would like your information removed, please send a request to takedown@appadvice.com and your information will be removed.