How do I update my investment profile?

Maintaining an updated and accurate investment profile is essential and required. Your investment profile contains information about yourself - including your financials, your employment status, and your investment information.

You may update your account investment profile information either on Firstrade's website or mobile app.

Web

1. Login to your Firstrade account.
2. Go to Accounts > Profile.
3. Click on the tab Investment Profile.
4. Click Edit Profile.

5. Complete and submit your updated information.

   
   

Mobile

1. Login to your account.
2. Go to Account > Edit Investment Profile
3. Complete and submit your updated information.