E-Docs

  • 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 for up to 10 years so that 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.