Firstrade Account Data API (via Plaid)
Access to Firstrade account data is available through the Plaid financial data aggregation platform. Plaid supports four product categories for Firstrade: Assets (consolidated balance summaries and asset reports), Balance (current and available account balances), Transactions (up to 24 months of transaction history), and Investments (retirement, brokerage, and crypto holdings). Authentication is handled via Plaid Link — Firstrade customers connect their accounts through Plaid's consent-based flow. Data is returned in JSON format through Plaid's standard endpoints. Geographic coverage is United States only.
Documentation
Documentation
https://plaid.com/institutions/firstrade/
APIReference
https://plaid.com/docs/api/
Authentication
https://plaid.com/docs/link/
RateLimits
https://raw.githubusercontent.com/api-evangelist/firstrade/refs/heads/main/rate-limits/rate-limits.yml
Other Resources
TermsOfService
https://www.firstrade.com/content/en-us/aboutus/privacypolicy
PrivacyPolicy
https://www.firstrade.com/content/en-us/aboutus/privacypolicy
Plans
https://raw.githubusercontent.com/api-evangelist/firstrade/refs/heads/main/plans/plans.yml
FinOps
https://raw.githubusercontent.com/api-evangelist/firstrade/refs/heads/main/finops/finops.yml