Average Ratings 3 Ratings

Total
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features
design
support

Average Ratings 0 Ratings

Total
ease
features
design
support

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Description

Whether you require intricate wealth management or assistance with retirement planning, our services are designed to support your financial journey. We offer a range of benefits, including zero account fees, commission-free trades, and no minimum requirements for account openings, allowing your investments to stretch further. You’ll have access to user-friendly tools and the latest insights from our expert team. Understanding your current financial position is essential. Utilize our assessment tool to gauge your retirement readiness and identify areas for improvement. Our affordable robo-advisory services provide professional investment management, catering to both digital-only investments and hybrid options that include advisor access when necessary. You'll have a dedicated advisor working alongside you, providing tailored recommendations aimed at enhancing and safeguarding your wealth. Additionally, subscribe to our weekly newsletter to receive expert commentary on financial markets, investment strategies, and personal finance tips that can empower your financial decisions. Overall, we are committed to helping you navigate the complexities of your financial future with confidence.

Description

Engaging in online trading carries inherent risks, as the speed of system responses and access times can fluctuate due to market dynamics, system efficiency, and various other elements. It is crucial for investors to recognize these risks along with additional factors prior to making trades. Before investing, one should thoroughly evaluate their investment goals, associated risks, fees, and expenses. All investments entail risk, and it is possible for losses to exceed the initial amount invested. Historical performance of any security, industry, sector, market, or financial product does not ensure future outcomes or returns. Firstrade operates as a discount brokerage, catering to self-directed investors by providing brokerage services without offering recommendations or any form of investment, financial, legal, or tax guidance. There are no annual fees, account setup charges, or maintenance fees, allowing for commission-free trades on stocks, options, and mutual funds within your IRA. Our versatile trading platforms empower you to manage your account and execute trades seamlessly from your desktop, iPad, or smartphone, ensuring that you can stay connected and act swiftly in a dynamic market environment.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Option Alpha Yes 
APS Payroll Yes 
Akoya Yes 
CFO Silvia Yes 
Claritus Yes 
Coin Metrics Yes 
Crypto Backoffice Yes 
Fintech Sandbox Yes 
FirstClose Yes 
Medved Trader Yes 
Nitrogen Yes 
PortfolioPilot Yes 
PremiumGuardHQ Yes 
Provisian Yes 
RightCapital Yes 
Taiki Yes 
The Dividend Tracker Yes 
TradeZella Yes 
TradersPost Yes 
TradingDiary Pro Yes 

Integrations

Option Alpha Yes 
APS Payroll No 
Akoya No 
CFO Silvia No 
Claritus No 
Coin Metrics No 
Crypto Backoffice No 
Fintech Sandbox No 
FirstClose No 
Medved Trader No 
Nitrogen No 
PortfolioPilot No 
PremiumGuardHQ No 
Provisian No 
RightCapital No 
Taiki No 
The Dividend Tracker No 
TradeZella No 
TradersPost No 
TradingDiary Pro No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Fidelity Investments

Founded

1946

Country

United States

Website

www.fidelity.com

Vendor Details

Company Name

Firstrade

Founded

1985

Country

United States

Website

www.firstrade.com/content/en-us/welcome

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