Firstrade

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.

GitHub

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
🔗
APIsJSON
https://raw.githubusercontent.com/api-evangelist/firstrade/refs/heads/main/apis.yml

Work with this as data

Every API here is available over the APIs.io API and to AI agents over MCP.

MCP server

One button, every client — Claude, Cursor, VS Code and the rest.

https://apis.io/mcp

Tools for apis

7 MCP tools reach this
  • find_apisBrowse and filter every API in the catalog.
  • get_api_artifactsOne API's artifacts, grouped by type.
  • get_openapiThe primary OpenAPI for this API.
  • find_similar_apisAPIs that look like this one.
  • apis_io_searchSTART HERE — APIs, providers and tags for one query, each with its total.
  • resolveTurn a domain, URL or GitHub org into the provider it belongs to.
  • find_cohortsEvery scored population of providers in the catalog.
All 92 tools

Call it yourself

curl for this page
This API 
curl "https://apis.io/api/v1/apis/firstrade-account-data-api-via-plaid"
All apis 
curl "https://apis.io/api/v1/apis?limit=25"

Discovery needs no key. Ratings and market analysis are Pro.

Get an API key

Free tier, no email required.

GitHub Google LinkedIn

A second provider on the same verified email joins the account you already have.

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-images.s3.amazonaws.com/shared/apis-json/apis-json-logo.jpg
humanURL: https://plaid.com/institutions/firstrade/
baseURL: https://production.plaid.com
tags:
- Account Data
- Balances
- Transaction
- Investments
- Assets
- Open Banking
- Plaid
tags_raw:
- 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