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How do I export to a CSV file?

Updated over 2 weeks ago

You can download account history, transactions, or prior year gain/loss data in CSV format by following these steps:

Account History & Transactions (Past 3 Years)

  1. Log in to your Firstrade account.

  2. Go to Accounts → Tax Center.

  3. Scroll down to “Download Account Information”.

  4. Select Excel CSV Files.

  5. Select the account and date range.

  6. Click Download.

Gain/Loss Data (Previous Tax Year)

  1. Log in to your Firstrade account.

  2. Navigate to Accounts → Gain/Loss.

  3. On the right side, locate [Previous Tax Year] Tax Year Gain-Loss Information.

  4. Click Download CSV.

Note: Current-year realized/unrealized data and gain/loss information for earlier years cannot be downloaded in CSV format at this time.

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