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How do I upload secure documents?
How do I upload secure documents?
Updated over 5 months ago

Need to send us documents? Please scan or take a clear picture of the document and send it in using one of the following methods:

Mobile App

  1. Tap the Account icon in the bottom right corner.

  2. Tap Contact Us.

  3. Tap Send Secure Documents.

  4. Select the relevant account and topic, then click Add a file to attach a document.

  5. Tap Send.

Web

  1. Login to your Firstrade account.

  2. Go to Service → Form Center.

  3. Click Upload Document.

  4. Select the relevant account and drop your document into the file picker.

  5. Select a topic from the dropdown list.

  6. Click Upload Now.

Other Methods

  • Fax: 1-718-961-3919

  • Mail:

    Firstrade Securities Inc.
    30-50 Whitestone Expwy.
    Ste. A301
    Flushing, NY 11354

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