Free
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.
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.
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What's New in Cross State Financial
23.3.0
November 22, 2023
Push Notifications: - When the Cross State Financial platform generates an alert that requires a Client’s attention, app users can now see the notification in their device's system tray, allowing them to get alerted without needing to log into the app. - Clicking the notification will take the client into the Cross State Financial mobile app. - Push notifications can be toggled on and off in the app’s settings.
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