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