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  • Retrieve statements, confirms, and tax documents online.

  • Search for account documents to view/print them on demand.

Access your brokerage documents electronically

With technological advancement comes the ability to live a paper-free existence. Our online E-Document storage system saves all of your account statements, confirmations and tax documents so they are available at your fingertips, 24/7.

  • Easy access to records

    View your most recent documents at the click of a button and get copies of all your Firstrade statements, confirmations, and tax documents from prior months and years. Files are stored as PDFs, making them easy to download and print, or even send to your e-reader.

  • Reduce paper mailings

    Opt for email statements and confirmations only and you'll receive an email alert whenever a new document is filed.




Firstrade Smart Account

In this fast-paced world, the Firstrade Smart Account will offer convenience and efficiency in managing your finances. Go

Brokerage Products and Services offered by Firstrade Securities, Inc. - Member FINRA and SIPC.

Online trading has inherent risk due to system response and access times that may vary due to market conditions, system performance, and other factors. An investor should understand these and additional risks before trading. Carefully consider the investment objectives, risks, charges and expenses before investing. All investments involve risk and losses may exceed the principal invested. Past performance of a security, industry, sector, market, or financial product does not guarantee future results or returns. Firstrade is a discount broker that provides self-directed investors with brokerage services, and does not make recommendations or offer investment, financial, legal or tax advice.

Options trading involves risk and is not suitable for all investors. Options trading privileges are subject to Firstrade review and approval. Please review the Characteristics and Risks of Standardized Options brochure before you begin trading options.

Investors should consider the investment objectives, risks, and charges and expenses of a mutual fund or ETF carefully before investing. Leveraged and Inverse ETFs may not be suitable for long-term investors and may increase exposure to volatility through the use of leverage, short sales of securities, derivatives and other complex investment strategies. A mutual fund or ETF prospectus contains this and other information and can be obtained by emailing service@firstrade.com.

Margin trading involves interest charges and risks, including the potential to lose more than deposited or the need to deposit additional collateral in a falling market. The Margin Disclosure Statement and Agreement (PDF) is available for download, and contains information on our lending policies, interest charges, and the risks associated with margin accounts.

*Online market and limit stock trades are $6.95 for stocks priced $1 and above. Add $0.005 per share on the entire order for stocks priced less than $1.00. Online option trades are $6.95 plus 75 cents per option contract. See our Pricing page for detailed pricing of all security types offered at Firstrade.

Any specific securities, or types of securities, used as examples are for demonstration purposes only. None of the information provided should be considered a recommendation or solicitation to invest in, or liquidate, a particular security or type of security.

System response and access times may vary due to market conditions, system performance, and other factors.

©2012 Firstrade Securities Inc. All rights reserved. Member FINRA/SIPC.