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Keep in mind that investing involves risk. The value of your investment will fluctuate over time, and you may gain or lose money.

1. A qualified distribution from a Roth IRA is tax-free and penalty-free. To be considered a qualified distribution, the 5-year aging requirement has to be satisfied and you must be age 59½ or older or meet one of several exemptions (disability, qualified first-time home purchase, or death among them).

2. There is no minimum amount required to open a Crossmark Go account. However, in order for us to invest your money according to the investment strategy you've chosen, your account balance must be at least $10.

3. Zero account minimums and zero account fees apply to retail brokerage accounts only. Expenses charged by investments (e.g., funds, managed accounts, and certain HSAs) and commissions, interest charges, or other expenses for transactions may still apply. See Crossmark.com/commissions for further details.

The Crossmark® Cash Management Account is a brokerage account designed for spending and cash management. It is not intended to serve as your main account for securities trading. Customers interested in securities trading should consider a Crossmark Account®.

Crossmark Go® provides discretionary investment management, and in certain circumstances, non-discretionary financial planning, for a fee. Advisory services offered by Crossmark Personal and Workplace Advisors LLC (FPWA), a registered investment adviser. Brokerage services provided by Crossmark Brokerage Services LLC (FBS), and custodial and related services provided by National Financial Services LLC (NFS), each a member NYSE and SIPC. FPWA, FBS and NFS are Crossmark Investments companies.

Crossmark was named NerdWallet's 2023 winner for Best Online Broker for Beginning Investors, Best Online Broker for IRA Investing and Best App for Investing. Results based on evaluating 17 brokers per category. ©2017-2023 and TM, NerdWallet, Inc. All Rights Reserved.

StockBrokers.com 2023 Online Broker Review, January 2023: Crossmark was ranked No. 1 overall out of 17 online brokers evaluated in the StockBrokers.com 2023 Online Broker Review.

Investopedia, January 2022: Crossmark was named the #1 Overall Online Broker and Best Broker for Low Costs among 23 brokers reviewed.

CMIFUNDS and the Crossmark Investments logo are registered service marks of Crossmark Group LLC.

Investment advisory services provided through Crossmark Personal and Workplace Advisors LLC, a registered investment adviser, for a fee. Brokerage services provided through Crossmark Brokerage Services LLC, Member NYSE, SIPC. [Both are Crossmark Investments companies.

Images are for illustrative purposes only.

© 2023 CMI LLC. All rights reserved.

Crossmark Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917

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