Cross State Financial
CircleBlack, Inc. Finance iPhoneiPadiPod touch
Cross State Financial is a free Finance app for iPhone and iPad by CircleBlack, Inc. Requires iOS 11.0. Updated November 22, 2023.
- Price
- Free
- on the App Store
- Size
- 14 MB
- Age 4+
- Updated
- Nov 22
- 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. Face ID, Touch ID and Apple Watch are registered trademarks of Apple Inc.
What’s new
Version 23.3.0 · Updated 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.
App privacy
The developer, CircleBlack, Inc., reported these privacy practices to Apple.
Data Linked to You
The following data, which may be collected and linked to your identity, may be used for the following purposes:
- Contact Info: Physical Address, Email Address, Name, Phone Number, Other User Contact Info
- User Content: Customer Support
- Search History: Search History
- Identifiers: User ID, Device ID
- Usage Data: Product Interaction
- Diagnostics: Crash Data, Performance Data, Other Diagnostic Data
- Other Data: Other Data Types
Used for: Analytics, Product Personalization, App Functionality, Other Purposes
Alternatives to Cross State Financial
Looking for apps like Cross State Financial? Here are 6 similar apps on the App Store. The highest rated is PremierBank Wealth Management (5.0/5), and all 6 are free to download.
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| App | Rating | Price | Last updated | Compare |
|---|---|---|---|---|
| Cross State Financial | – | Free | November 22, 2023 | |
| PremierBank Wealth Management | 5.0 / 5 (1) | Free | Mar 11, 2026 | Compare |
| SPARK by SILEX | – | Free | Feb 20, 2026 | Compare |
| HBZ+ UAE | – | Free | Apr 1, 2024 | Compare |
| The Cooperative Bank | 4.8 / 5 (431) | Free | Apr 21, 2026 | Compare |
| Credit Suisse WM APAC | 5.0 / 5 (1) | Free | Nov 1, 2025 | Compare |
| Santander Digital Wealth | 5.0 / 5 (7) | Free | Oct 15, 2026 | Compare |