Firstrade Securities Investment was founded in 1985 with the aim of making sure that customers get the best investment services and products they have to offer in the market. With their lucrative products and services, this online-based firm utilizes both technology and innovative practices to help their clients streamline their financial and investment needs.
- Website: https://www.firstrade.com/
- Mobile App: Android | iPhone
- Telephone Number: 1-800-869-8800
- Headquartered In: New York
- Founded: 1985 (35 years ago)
- Company's Rating:
As an existing customer of Firstrade Securities Investment firm, you already have an account. However, in order to manage your investments on the go, you will need to enroll for online access and learn how to manage your account online. It is with this that you need to utilize the criterion below on how to go about it.
How to login
As a user, you have everything at your disposal once you log in. However, you have to know how to go about everything before you can attempt to log in. Use those login details to find your way into your investment account online. It is your one-way ticket to access your account online. To do this, apply the steps below:
Step 1: Click here
Step 2: Enter your username and password and then Login.
How to get your lost password
Not every time you try login you will be successful. There are times when you will not remember your password. You have to be prepared for this as soon as you enroll for the online service. To get your forgotten login details, use the procedure below:
Step 1: Tap the login button without entering the username or password and then go to the Forgot Password phrase.
Step 2: Enter the Login ID and the captcha number and then Submit.
How to enroll
Use your access to the online portal to register for online access. It is easy when you have your account details with you. Remember that, at this stage, you will not apply for an account but enrolling to access your existing account via the internet. To enroll, use the steps below:
Step 1: Tap the Open an Account space.
Step 2: Enter your personal details and then Get Started.
How to manage your investment account online
When you want to know what is happening with your account, you will not need the services of an account manager as you can do it yourself. With the online access, you will be able to have access to your account balance whenever you need to. It empowers you to handle all your account information and access it at will. On the same platform, you can chat with customer support on a live chat feature.