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Frequently Asked Questions (FAQs)



Some of your most frequently asked questions can be answered right here. Learn more about general investing, different ways to trade, troubleshooting tips, and the many other products and services that Firstrade has to offer.

Trading FAQs
IRA FAQs
E-Documents FAQs
Stocks FAQs

Mutual Fund FAQs
International Account FAQs
  Account Related FAQs
Technical Support FAQs
Options FAQs
Fixed Income FAQs
Valet Account FAQs


Trading FAQs
  Trading FAQs: For questions about buying and selling securities, the Market Touch telephone system, or any other trading questions, please click here.
Account FAQs
  Account Related FAQs: Find out exactly what you need to open an account with Firstrade, transfer assets and deposit or withdraw funds.
IRA FAQs
  IRA FAQs: Answers to your questions about Traditional and Roth IRAs, tax benefits, and other federal IRA regulations.
Technical Support FAQs
  Technical Support FAQs: If you're having issues with X-Stream or facing other errors with our Firstrade website, please visit this page for troubleshooting tips.
E-Documents FAQs
  E-Documents FAQs: Find answers to all your questions about E-Documents, our system to store your statements, confirms, and other important documents on our secure website.
Stocks FAQs
  Stocks FAQs: Questions about dividends, proxy statements, company mergers, and other stock-related questions can be answered here.
Options FAQs
  Options FAQs: Find out about options trading , how to get approval for options, exercise of options, and other options related questions here.
Fixed Income FAQs
  Fixed Income FAQs: Find answers to commonly asked questions about bonds, Certificate of Deposits, and others here.
Mutual Fund FAQs
  Mutual Funds FAQs: Not sure what mutual funds are? Find outabout them and the steps involved in choosing a mutual fund right on this page.
Valet FAQs
  Valet Account FAQs: Find answers to commonly asked questions about Firstrade's Valet Asset Management Account.
International FAQs
  International Account FAQs: Find answers to all the commonly asked questions for our international accounts.

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