Benefits
at a glance
Account Type Blue Account Gold Account Platinum Account
Equity Requirement* $10,000 or above $50,000 or above $100,000 or above
Personal Assistance Standard Dedicated Representative Dedicated Representative
Real-time Streaming Quote Free Free Free
Real-time Streaming Data Yes Yes Yes
Gainskeeper (optional) $5/Year Free Free
E-Documents Free Free Free
Dividend Reinvestment Plan (DRIP) Free Free Free
ACH Eelctronic Fund Transfers Free Free Free
Duplicate Trade Confirmations Free Free Free
Duplicate Account & Tax Statements Free Free Free
Internal Asset Transfers $10 $5 Free
Account Verification Letters $10 $5 Free
Copies of Personal Checks $15 $10 Free
Stop Payment $15 $10 Free

* On top of the equity requirement, the account also needs to meet commission requirement. The commission requirement of Blue Account is $100/month, Gold Account is $500/month and Platinum Account is $1,000/month. Commission requirement is the average calculated every calendar quarter. You must meet the qualification requirements in order to receive the benefits of the program. Firstrade will review your account activity and equity every calendar quarter. You will automatically be enrolled and receive basic benefits once you meet the requirements for the program. Firstrade will send you an email to notify of the enrollment. Premier accounts will be reviewed on a quarterly basis. If you no longer meet the requirements at the time of review, you’ll will be given a grace period to requalify for Blue, Gold or Platinum without any interruption to your benefits. If you do not meet the requirements after the grace period, you will no longer have access to the premier account benefits.