Cross State Financial
Cross State clients can view account holdings performance and documents
Developer: CircleBlack, Inc.
App Size: Varies With Device
Release Date: Feb 5, 2022
Price: Free
Business
Cross State Financial
Screenshots for App
Mobile
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.
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.
Cross State Financial 23.3.0 Update
2023-11-20 Version History
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.
~CircleBlack, Inc.
- 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.
~CircleBlack, Inc.
More Information about: Cross State Financial
Price:
Free
Version:
23.3.0
Downloads:
2
Compatibility:
Android 5.0
Bundle Id:
com.crossstate
Size:
Varies With Device
Last Update:
2023-11-20
Content Rating:
Everyone
Release Date:
Feb 5, 2022
Content Rating:
Everyone
Developer:
CircleBlack, Inc.
Developer Apps
Related Apps
Lake Effect Wealth
Latest Apps & Games
