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Frequently Asked Questions (FAQs)

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.
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Trading FAQs: For questions about buying and selling securities, the Market Touch telephone system, or any other trading questions, please click here.
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Account Related FAQs: Find out exactly what you need to open an account with Firstrade, transfer assets and deposit or withdraw funds.
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IRA FAQs: Answers to your questions about Traditional and Roth IRAs, tax benefits, and other federal IRA regulations. |
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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.
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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.
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Stocks FAQs: Questions about dividends, proxy statements, company mergers, and other stock-related questions can be answered here. |
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Options FAQs: Find out about options trading , how to get approval for options, exercise of options, and other options related questions here.
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Fixed Income FAQs: Find answers to commonly asked questions about bonds, Certificate of Deposits, and others here.
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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.
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Valet Account FAQs: Find answers to commonly asked questions about Firstrade's Valet Asset Management Account.
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International Account FAQs: Find answers to all the commonly asked questions for our international accounts.
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Take a Tour!
Watch our flash-based tutorial to learn more about Firstrade, and how you can open an account in minutes!
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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.
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No Inactivity Fees
Plan to make trades only several times a year? No problem! We do not impose any inactivity fees. Additionally, all of our customers can enjoy our low commission rates.
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No Account Minimums
Have some funds available? We do not have any minimum initial deposits or minimum maintenance requirements at Firstrade. Apply for a new account today.
Account Application >>
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