← Brokers

Firstrade

USA

betaStatement fileFormats: CSV

How to export from Firstrade

  1. On firstrade.com: Accounts → History.
  2. Pick the range (since you opened the account) and press Download → CSV.
  3. 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.