Firstrade Partners with Capitalize to Simplify 401(k) Rollovers
We’re excited to announce that Firstrade has partnered with Capitalize, the award-winning platform that helps people find and roll over their old 401(k)s. This collaboration makes it easier than ever for Firstrade clients to move their legacy retirement accounts into a Firstrade IRA — with no fees, no minimums, and no hassle.
We’re excited to announce that Firstrade has partnered with Capitalize, the award-winning platform that helps people find and roll over their old 401(k)s. This collaboration makes it easier than ever for Firstrade clients to move their legacy retirement accounts into a Firstrade IRA — with no fees, no minimums, and no hassle.
By integrating Capitalize’s Rollover API directly into the Firstrade platform, investors can now digitally locate old 401(k) accounts and roll them over in just a few clicks, eliminating the confusing paperwork and long delays that typically come with the process.
According to studies, millions of Americans have left behind over $2 trillion in old 401(k)s due to the complexity of traditional rollovers. With this new integration, Firstrade is helping investors take control of their retirement savings by keeping all their investments in one place — easily and securely.
“By collaborating with Capitalize, we’re giving our clients a streamlined, digital-first way to prepare for retirement,” said John Liu, CEO of Firstrade. “It’s another step in our mission to make investing simple, inclusive, and accessible for everyone.”
With Capitalize’s technology, Firstrade users can enjoy a smooth, fully online rollover experience — available now on both the Firstrade mobile app and web platform.
Top 25 Most Traded Stocks & ETFs by Investors at Firstrade in September
Here’s the full list of top favored stocks and ETFs among Firstrade investors in the last month:
1. Tesla Inc (TSLA)
2. NVIDIA Corp (NVDA)
3. Ondas Holdings Inc. (ONDS)
4. Direxion Daily TSLA Bull 2X Shares (TSLL)
5. Taiwan Semiconductor Manufacturing Company Ltd. (TSM)
6. Palantir Technologies Inc. (PLTR)
7. Hims & Hers Health Inc. Class A (HIMS)
8. Intel Corporation (INTC)
9. CoreWeave, Inc. (CRWV)
10. Opendoor Technologies Inc. (OPEN)
11. Advanced Micro Devices, Inc. (AMD)
12. Oracle Corporation (ORCL)
13. Apple Inc (AAPL)
14. SoFi Technologies Inc. (SOFI)
15. ProShares UltraPro QQQ (TQQQ)
16. Micron Technology Inc (MU)
17. Direxion Daily Semiconductor Bull 3X Shares (SOXL)
18. Broadcom Inc. (AVGO)
19. Bitmine Immersion Technologies, Inc. (OKLO)
20. Circle Internet Group (CRCL)
21. Invesco QQQ Trust (QQQ)
22. Vanguard 500 Index Fund ETF (VOO)
23. Alphabet Inc Class C (GOOG)
24. Alphabet Inc Class A (GOOGL)
25. GraniteShares 2x Long NVDA Daily ETF (NVDL)
Top 25 Most Traded Stocks & ETFs by Investors at Firstrade in August
Here’s the full list of top favored stocks and ETFs among Firstrade investors in the last month:
1. NVIDIA Corp (NVDA)
2. Tesla Inc (TSLA)
3. Palantir Technologies Inc. (PLTR)
4. Advanced Micro Devices, Inc. (AMD)
5. Direxion Daily TSLA Bull 2X Shares (TSLL)
6. Taiwan Semiconductor Manufacturing Company Ltd. (TSM)
7. CoreWeave, Inc. (CRWV)
8. Circle Internet Group (CRCL)
9. ProShares UltraPro QQQ (TQQQ)
10. UnitedHealth Group Incorporated (UNH)
11. Direxion Daily Semiconductor Bull 3X Shares (SOXL)
12. Ondas Holdings Inc. (ONDS)
13. Apple Inc (AAPL)
14. Intel Corporation (INTC)
15. Invesco QQQ Trust (QQQ)
16. iShares Bitcoin Trust ETF (IBIT)
17. ProShares UltraPro Short QQQ (SQQQ)
18. SoFi Technologies Inc. (SOFI)
19. Bitmine Immersion Technologies, Inc. (BMNR)
20. Vanguard 500 Index Fund ETF (VOO)
21. Figma, Inc. (FIG)
22. Hims & Hers Health Inc. Class A (HIMS)
23. Oklo Inc. Class A (OKLO)
24. Amazon.com, Inc. (AMZN)
25. Direxion Daily Semiconductor Bear 3X Shares (SOXS)
ACAT 1% Match Cash Bonus – Limited-Time Transfer Promotion
From September 2, 2025 to September 30, 2025, Firstrade will offer a 1% Match Cash Bonus for new Firstrade Brokerage Accounts that transfer eligible assets via ACATS during the promotion period.
From September 2, 2025 to September 30, 2025, Firstrade will offer a 1% Match Cash Bonus for new Firstrade Brokerage Accounts that transfer eligible assets via ACATS during the promotion period.
How It Works:
Open an Account – Use the promotion page to open a new Individual, Joint, or Custodial Firstrade Brokerage Account.
Transfer Your Assets – Move $5,000 or more in Net Qualifying New Assets from another institution via ACATS.
Earn Your Bonus – Receive 1% of your transferred assets, up to $10,000, as a cash bonus credited directly to your account.
Additional Details:
Transfers must be initiated within the promotion period to qualify.
Mutual Funds and Fixed Income products are excluded from the bonus calculation.
Net Qualifying New Assets are calculated based on eligible inflows minus outflows during the promotion period.
Learn More or Start Your Transfer
This promotion is available for a limited time. For full details and Terms & Conditions, please refer to the promotion page.
If you have questions, our 24/7 customer service is available—visit our Contact Us page.
Strengthening Your Account Security with Device Monitoring
We’re excited to share that our newest security feature – Device Monitoring – is now available on both web and mobile app.
At Firstrade, protecting your account is always our top priority. We’re excited to share that our newest security feature – Device Monitoring – is now available on both web and mobile app.
With Device Monitoring, you can keep track of all devices that have logged into your account in real time. If you notice any unfamiliar or suspicious activity, you can immediately remove those devices and safeguard your account with just a few clicks.
To get started on Web:
Log into your account on web
Navigate to Accounts → Profile → Security
From here you can manage your devices and remove as needed
To get started on Mobile:
Please update your app to the latest version from the app store
Log into your account on mobile
Navigate to Account → Security → Manage Devices
From here you can manage your devices and remove as needed
Strengthen Your Account Security
While Device Monitoring adds an extra layer of protection, we also recommend enabling Two-Factor Authentication (2FA) for maximum security. You’ll find this option under Accounts → Profile → Security → Two-Factor Authentication.
Your security matters to us, and our support team is available 24/7 if you need assistance.