Get closer to your goals with a Crossmark brokerage account.
When it comes to brokerage accounts, Crossmark's here to help you.
Crossmark® Wealth Management
through Crossmark® Wealth Services
Customized planning and investment management, designed for your full financial picture, led by your dedicated advisor.
Easily use and manage your brokerage account with Crossmark support.
Buy and sell
Trade stocks, options, bonds, mutual funds, ETFs, and other financial products.3
Manage with ease
Use Cmifunds.com to conveniently manage your brokerage account.
Research and plan
Get online tools to screen and evaluate investments, develop a plan, and more.
Get support 24/7
Call our financial professionals anytime. Plus get local support at a branch near you.
Specialized trading platforms and support, too.
Powerful trading platforms
Use our web, software, and mobile platforms to manage your brokerage account with trading tools.
Trading education
With Crossmark's trading education, grow your trading skills.
Trading specialists
Access a team of professionals who share your passion for trading.
Ready to get started?
Open a brokerage account