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.

API entry from apis.yml

apis.yml Raw ↑
name: Firstrade Account Data API (via Plaid)
description: '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.'
image: https://kinlane-productions.s3.amazonaws.com/apis-json/apis-json-logo.jpg
humanURL: https://plaid.com/institutions/firstrade/
baseURL: https://production.plaid.com
tags:
- Account Data
- Balance
- Transactions
- Investments
- Assets
- Open Banking
- Plaid
properties:
- type: Documentation
  url: https://plaid.com/institutions/firstrade/
- type: APIReference
  url: https://plaid.com/docs/api/
- type: Authentication
  url: https://plaid.com/docs/link/
- type: TermsOfService
  url: https://www.firstrade.com/content/en-us/aboutus/privacypolicy
- type: PrivacyPolicy
  url: https://www.firstrade.com/content/en-us/aboutus/privacypolicy
- type: Plans
  url: https://raw.githubusercontent.com/api-evangelist/firstrade/refs/heads/main/plans/plans.yml
- type: RateLimits
  url: https://raw.githubusercontent.com/api-evangelist/firstrade/refs/heads/main/rate-limits/rate-limits.yml
- type: FinOps
  url: https://raw.githubusercontent.com/api-evangelist/firstrade/refs/heads/main/finops/finops.yml
contact:
- FN: Firstrade Customer Support
  url: https://www.firstrade.com/support
  phone: 1-800-869-8800