FirstradeGPT How Tos

Access in-depth financial data and research through the power of AI. FirstradeGPT saves you time researching your next great investment idea.

Table of Contents

• User Guidelines
• How to Access FirstradeGPT on Desktop
• How to Access FirstradeGPT on Mobile
• FirstradeGPT Research Tips

User Guidelines

FirstradeGPT is an AI investment research tool that possesses the ability to centralize financial data and analytics onto a single platform, streamlining your trading research processes. The features of FirstradeGPT are developed using a variety of constantly evolving large language models and prompting techniques. Therefore, it is possible that some responses to prompts may seem incorrect or misleading. If you encounter a generated response that you feel requires our attention, we encourage you to provide feedback by completing our contact form here.

FirstradeGPT does not have access to information on your Firstrade investment account, nor can it offer financial advice, opinions, judgements, or recommendations. FirstradeGPT's outputs should not be used as your sole source of investment decision-making. You should always independently evaluate the veracity of FirstradeGPT's responses produced.

To learn more, view Firstrade's Privacy Policy and FirstradeGPT Terms and Conditions.

How to Access FirstradeGPT on Desktop

1. Login to your Firstrade account
2. Once logged in, FirstradeGPT will be available under the Research & Tools dropdown menu, or by clicking on the FirstradeGPT banner under Investor Home on the right.

3. As a first-time user, you will be directed to agree with Firstrade's Privacy Policy and FirstradeGPT Terms and Conditions. If you accept, click "Continue". Now you are ready to start using FirstradeGPT!

How to Access FirstradeGPT on Mobile

1. Login to your Firstrade account
2. Click the "Explore" icon at the bottom of your screen.
3. At the top of the Explore page, to the right of the search bar should be a multicolored ring. Tap on the ring to access FirstradeGPT.

4. As a first-time user, you will be directed to agree with Firstrade's Privacy Policy and FirstradeGPT Terms and Conditions. If you accept, select "Continue". Now you are ready to start using FirstradeGPT!

FirstradeGPT Research Tips

For tips on how to maximize the potential of your research through FirstradeGPT, check out our FirstradeGPT blog posts here.