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ACH Electronic Funds Transfer

The ACH Transfer System allows you to electronically transfer money from your bank account to your Firstrade account. With this service you can select to make periodic deposits into your account or transfer money on demand without a set transfer schedule.

Setup Initial ACH Profile Online

To initiate an ACH Profile Setup, please login to your account and go to “My Accounts” -> “Deposit/Transfer” -> ”Bank Profile”.

Setup Initial ACH Profile – ACH Form

  • STEP 1: Download our Electronic Funds Transfer (ACH) Agreement and input your information.
    Review, Print and Sign the form.
  • STEP 2: Attach a voided check or most recent bank statement.
  • STEP 3: Online Document Upload, Email, Fax or Mail the above documents to:

    Online Document Upload: Please upload completed form via the Form Center after logging into your Firstrade account, click on Customer Service -> Form Center -> Upload Form
    Email: ACH_Service@firstrade.com
    Fax: 1-718-961-3919
    Mailing Address:
    Firstrade Securities Inc.
    30-50 Whitestone Expwy.
    Ste. A301
    Flushing, NY 11354

Amend Existing ACH Profile

  • STEP 1: Download our Electronic Funds Transfer (ACH) Agreement and input your information.
    Review, Print and Sign the form.
  • STEP 2: Attach a voided check, a copy of the most recent bank statement and a copy of a valid government-issued Photo ID for each account holder.
  • STEP 3: Online Document Upload, Email, Fax, or Mail the above documents to the same address above.

The setup process typically takes 2-3 business days. You will receive two small deposits in your bank account from Firstrade. Please review your bank account activity and enter the two small deposit values in the “Bank Profile Setting” within 10 calendar days.

Note:
Electronic Funds Transfer (ACH) is available to all Firstrade accounts and the linked bank account must be via a U.S. bank. You may not link third-party bank accounts, such as a business account (even if your name is on the account). Not available for Simple IRA, SEP IRA, ESA Accounts, or Investment Club accounts.

Educational Video

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