Account Download

  • Download your account info

    Download your account information to popular financial planning software.

Integrate your Firstrade investing activity with your financial planning software of choice.

We give you multiple formats for account information downloads and access to proprietary financial planning software systems making it easier to track account growth and determine your tax liability.

Download your account information to your preferred money management system

  • Download data to Quicken, Microsoft Money or GainsKeeper software systems.
  • Back up your data and download your account information as an Excel spreadsheet.
  • Have the option to select the account you want to download data for and enter the date range of the data you need.
  • For a small fee, you can access Gainskeeper's proprietary tax tools.


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