Firstrade

Maintaining an updated and accurate investment profile is essential and required. Your investment profile contains information about yourself - including your financials, your employment status, and your investment information.

You may update your account investment profile information either on Firstrade's website or mobile app.

Login to your <a href="https://invest.firstrade.com/cgi-bin/login?redirect=/cgi-bin/my_info" rel="nofollow noopener noreferrer" target="_blank">Firstrade</a> account.

Click on the tab Investment Profile.

Complete and submit your updated information.

1. Login to your <a href="https://invest.firstrade.com/cgi-bin/login?redirect=/cgi-bin/my_info" rel="nofollow noopener noreferrer" target="_blank">Firstrade</a> account.
2. Go to Accounts → Profile.
3. Click on the tab Investment Profile.
4. Click Edit Profile.
5. Complete and submit your updated information.

Go to Account → Edit Investment Profile

1. Login to your account.
2. Go to Account → Edit Investment Profile
3. Complete and submit your updated information.

How do I update my investment profile?

Back to Investor Home

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