How do I link multiple accounts together?

If you have more than one brokerage account, you can link them under the same User ID.

  1. Login to your Firstrade account.
  2. Go to Accounts > Profile
  3. Click on the tab Edit Account Nicknames and Links.
  4. Under Personal Accounts, click Add user and enter the User ID that you want to link to this account.
  5. Select the Viewing dropdown and choose the level of access, either Viewing or Trading.  
  6. Click Save Changes.

On the mobile app, the newly linked account will appear when you log out and log back in to the app.

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still stuck? Contact us Contact us