How do I apply for a margin account?

Mobile App

  1. Tap the Account icon in the bottom right corner.
  2. Tap Margin & Options Trading.
  3. Under Margin Trading, tap Upgrade.
  4. Check the box to agree to the margin agreement and disclosures.
  5. Tap Add Margin.

Web

  1. Login to your Firstrade account.
  2. Go to Accounts > Profile.
  3. Next to Margin Trading, click Add Margin.
  4. Check the box to agree to the margin agreement and disclosures.
  5. Click Add Margin.
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