Account Download

  • Download your account information to popular financial planning software.

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

We give you multiple formats for account information downloads and access to proprietary 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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E-Documents

No more space for another filing cabinet? Enroll for free E-Documents and receive your statements and trade confirmations electronically. Go

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. Go