Cross State Financial vVARY

CircleBlack, Inc

Download Options

View on Google Play

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About this app

Cross State clients can view account holdings, performance, and documents

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.