Firstrade

Does Firstrade receive payment for order flow from routing orders to market venues?

Which market venues does Firstrade route orders to?

What is Customer Due Diligence (CDD)?

Why does Firstrade conduct Enhanced Due Diligence (EDD)?

Why does Firstrade monitor customer account activities & conduct customer due diligence (CDD)?

How much money do I need to open an account with Firstrade?

Does Firstrade offer any account protection?

What interest rate do you pay on cash balances?

Who is Firstrade's clearing firm?

How does Firstrade make money?

What is FDIC Sweep Program?

Does Firstrade provide any online security protection?

What kind of data encryption does the website use?

What is the Securities Lending Income Program (SLIP)?

Market Holiday Schedule

Where can I find forms?

How do I change the language?

What are the benefits of a Custodial Account?

What is Escheatment?

How can I determine if I qualify as a "Professional" user?

Firstrade Domains

How to Contact Firstrade

CMA Visa Debit card is expired or about to expire

FirstradeGPT How Tos

Important Information About Procedures for Opening a New Account

FirstradeGPT Browser Requirements

Security Guarantee

Why Was I Charged Margin Interest?

How do I switch to Invest 3.0?

Learn about the primary differences between a margin account and a cash account.

Cash vs. Margin Account

What are the short borrowing fees?

Details the monthly holding fees, minimum equity requirements, and settlement risks for illiquid, non‑DTC‑eligible (often OTC or penny stock) securities that cannot be cleared electronically.

Non-DTC-Eligible Securities Fees

Debit Card and Cash Management Account Rules

General

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Create your workspace and invite the people you work with.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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