Some of your most frequently asked questions can be answered right here. Learn more about general investing, different ways to trade, troubleshooting tips, and the many other products and services that Firstrade has to offer.

Trading FAQs

For questions about buying and selling securities, or any other trading questions, please click here.

Account Related FAQs

Find out exactly what you need to open an account with Firstrade, transfer assets and deposit or withdraw funds.

IRA FAQs

Answers to your questions about Traditional and Roth IRAs, tax benefits, and other federal IRA regulations.

Technical Support FAQs

If you're having issues with X-Stream or facing other errors with our Firstrade website, please visit this page for troubleshooting tips.

E-Documents FAQs

Find answers to all your questions about E-Documents, our system to store your statements, confirms, and other important documents on our secure website.

Stocks FAQs

Questions about dividends, proxy statements, company mergers, and other stock-related questions can be answered here.

Options FAQs

Find out about options trading, how to get approval for options, exercise of options, and other options related questions here.

Fixed Income FAQs

Find answers to commonly asked questions about bonds, Certificate of Deposits, and others here.

Mutual Funds FAQs

Not sure what mutual funds are? Find outabout them and the steps involved in choosing a mutual fund right on this page.

Firstrade Smart Account FAQs

Find answers to commonly asked questions about Firstrade's Smart Asset Management Account.

International Account FAQs

Find answers to all the commonly asked questions for our international accounts.

Live Chat

Want to speak with someone regarding basic questions in real-time? Try our interactive live chat service. One of our representatives can provide assistance with your inquiries. Go