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
- Tap the Positions icon in the bottom left corner.
- The default account value will be shown near the top.
- To see more account balance details, just tap the suitcase
icon on the top left to expand the view. - Swipe right to see balance history and portfolio allocation.
- If you have multiple accounts, simply tap the icon on the top left to switch to a different account.
Web
- Login into your Firstrade account.
- On the dashboard, your Account Balance is shown under the “My Accounts” section.
- To view more account balance details, navigate to Accounts > Balances.
- If you have multiple accounts, select a different account from the accounts dropdown.