# Cross State Financial

> Cross State Financial (iPhone/iPad app by Circleblack Inc..)

- Source: https://appshunter.io/ios/app/cross-state-financial/id1607172605 (this page in markdown: same URL + `.md`)
- Developer: [Circleblack Inc.](https://appshunter.io/developer/953900374)
- Category: Finance, Business
- Price: Free
- Age rating: 4+
- Requires: iOS 11.0 · 14 MB
- Languages: English
- Released: 2022-02-08
- Data updated: 2026-06-04
- User reviews in markdown: https://appshunter.io/ios/app/cross-state-financial/id1607172605/reviews.md

## What is 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 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.


## Version history (last 4 releases)

### 23.3.0 — 2023-11-22

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.

### 2.10.0 — 2023-07-06

- Bug fixes

### 2.9.0 — 2022-05-08

Updated our external account aggregation flow, creating a better experience to bring in outside accounts.

### 2.2.3 — 2022-02-08

No release notes.

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## More apps by Circleblack Inc.

- [CircleBlack Investor](https://appshunter.io/ios/app/circleblack-investor/id953900375)
- [Wayfinding Financial](https://appshunter.io/ios/app/wayfinding-financial/id1503058206)
- [Rovin Capital](https://appshunter.io/ios/app/rovin-capital/id1564312033)
- [Robertson Stephens](https://appshunter.io/ios/app/robertson-stephens/id1579092070)
- [Financial Gravity](https://appshunter.io/ios/app/financial-gravity/id1600711049)

All apps by Circleblack Inc.: https://appshunter.io/developer/953900374

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-06-04.*