Firstrade
USA
betaStatement fileFormats: CSV
How to export from Firstrade
- On firstrade.com: Accounts → History.
- Pick the range (since you opened the account) and press Download → CSV.
- Upload the file. Buys, sells, dividends and their withholding, interest, deposits, withdrawals, fees, splits and Treasuries are read; options come in as cash movements.
If the columns are not recognised, you map them once and we remember.
Read-only by design: Read-only: we can never trade or move money.