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)
Log in to your Firstrade account.
Go to Accounts → Tax Center.
Scroll down to “Download Account Information”.
Select Excel CSV Files.
Select the account and date range.
Click Download.
Gain/Loss Data (Previous Tax Year)
Log in to your Firstrade account.
Navigate to Accounts → Gain/Loss.
On the right side, locate [Previous Tax Year] Tax Year Gain-Loss Information.
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.
