Cross State Financial Group has selected Charles Schwab & Co., Inc. (and it's predecessor TD Ameritrade Institutional) as primary custodian for our clients’ accounts. Schwab generates the account statements and 1099 tax forms for all clients. There is also a mobile app that is available for clients to use for account viewing purposes.
By using Schwab as primary custodian, Cross State has access to a wide range of products and services that help us serve our clients, including:
• Full range of investment products and trading services
• Technology and service support
• Wide array of investment account types including retirement accounts, charitable giving, and education accounts
• Full range of investment options such as stocks, mutual funds, bonds, exchange traded funds, CDs and other investments.
The Charles Schwab Corporation is one of the nation’s leading providers of financial services. Through their operating subsidiaries, they provide securities brokerage, money management and financial advisory services to individual investors, independent investment advisors, and corporate and retirement plan sponsors and participants. The Charles Schwab Corporation is financially stable, and they are committed to their continued financial health. Their capital structure and liquidity are sound, and their internal controls and business standards are designed to keep client assets safe. They maintain a disciplined focus on risk management and strive to operate the firm conservatively to minimize investment risks. They know that their success ultimately depends on how they serve all of their clients and their confidence in Schwab. Financial results and more information about The Charles Schwab Corporation’s business and financial condition can be viewed at any time at www.aboutschwab.com.