Firstrade Gold and Platinum Services
Premier members enjoy exclusive benefits and exceptional service from a team of dedicated professionals who will assist you with your financial goals.
at a glance
|Account Type||Blue Account||Gold Account||Platinum Account|
|Equity Requirement*||$10,000 or above||$50,000 or above||$100,000 or above|
|Personal Assistance||Standard||Dedicated Representative||Dedicated Representative|
|Real-time Streaming Quote||Free||Free||Free|
|Real-time Streaming Data||Yes||Yes||Yes|
|Dividend Reinvestment Plan (DRIP)||Free||Free||Free|
|ACH Eelctronic Fund Transfers||Free||Free||Free|
|Duplicate Trade Confirmations||Free||Free||Free|
|Duplicate Account & Tax Statements||Free||Free||Free|
|Internal Asset Transfers||$10||$5||Free|
|Account Verification Letters||$10||$5||Free|
|Copies of Personal Checks||$15||$10||Free|
* On top of the equity requirement, the account also needs to meet commission requirement. The commission requirement of Blue Account is $100/month, Gold Account is $500/month and Platinum Account is $1,000/month. Commission requirement is the average calculated every calendar quarter. You must meet the qualification requirements in order to receive the benefits of the program. Firstrade will review your account activity and equity every calendar quarter. You will automatically be enrolled and receive basic benefits once you meet the requirements for the program. Firstrade will send you an email to notify of the enrollment. Premier accounts will be reviewed on a quarterly basis. If you no longer meet the requirements at the time of review, you’ll will be given a grace period to requalify for Blue, Gold or Platinum without any interruption to your benefits. If you do not meet the requirements after the grace period, you will no longer have access to the premier account benefits.