Cross State Financial
CircleBlack, Inc. Business
Cross State clients can view account holdings, performance, and documents
- Downloads
- 4+
- on Google Play
- Price
- Free
- No in-app purchases
- Updated
- Nov 20
- 2023 · v23.3.0
Screenshots
About 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.
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.
What’s new
Version 23.3.0 · Updated November 20, 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.
Alternatives to Cross State Financial
Looking for apps like Cross State Financial? Here are 6 similar Android apps on Google Play. All of them are free to download.
-
Parkview Capital
-
Bay Street Capital Holdings
-
Genera Advisors
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Financial Gravity
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Robertson Stephens
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Rovin Capital
| App | Rating | Price | Installs | Last updated | Compare |
|---|---|---|---|---|---|
| Cross State Financial | – | Free | 1+ | Nov 20, 2023 | |
| Parkview Capital | – | Free | 0+ | Nov 20, 2023 | Compare |
| Bay Street Capital Holdings | – | Free | 5+ | Nov 17, 2023 | Compare |
| Genera Advisors | – | Free | 5+ | Sep 13, 2024 | Compare |
| Financial Gravity | – | Free | 1+ | May 5, 2022 | Compare |
| Robertson Stephens | – | Free | 1+ | Oct 5, 2021 | Compare |
| Rovin Capital | – | Free | 10+ | Nov 21, 2023 | Compare |