Skip to main content

How can I open an account that’s linked to my existing one?

Updated this week

New Individual, Roth IRA, Traditional IRA, and Rollover IRA accounts can now be opened directly under your existing login.

Mobile App:

After logging in, go to the Account tab and select “Open a New Account”.

Website:

After logging in, go to Accounts → Profile and select “Open a New Account”.

Note: All other account types—such as Trust accounts, Estate accounts, Beneficiary IRAs, and ESA accounts—must be opened with a separate login at www.Firstrade.com by selecting “Open Account.” These accounts can be linked to your existing login later using the Account Linking Form available in the Form Center.

Did this answer your question?