Download Stock & Option Trades From Firstrade

  1. Log into your Firstrade account.
  2. Click on the blue button Account Download under the My Accounts heading on the left side.
  3. On the next page, the top section is for downloading transactions into Quicken, MS Money, or CSV file based on a date range selected.
  4. Click on the Excel CSV button in the top section.
  5. The Save As prompt comes up. Choose a location and save transaction data as a .csv file.