Where can I view my account balances?

You can easily view your account balances and more on the Firstrade mobile app or from your online account dashboard. 

Mobile App

  1. Tap the Positions icon in the bottom left corner.
  2. The default account value will be shown near the top.
  3. To see more account balance details, just tap the suitcase
    icon on the top left to expand the view.
  4. Swipe right to see balance history and portfolio allocation.
  5. If you have multiple accounts, simply tap the icon on the top left to switch to a different account.

Web

  1. Login into your Firstrade account.
  2. On the dashboard, your Account Balance is shown under the “My Accounts” section.
  3. To view more account balance details, navigate to Accounts > Balances.
  4. If you have multiple accounts, select a different account from the accounts dropdown.
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