Lefomi

Apps

Firstrade: who holds your money

Firstrade is not a bank. Firstrade says customer money is held at Associated Bank, National Association, Belmont Bank & Trust Company, Crystal Lake Bank and Trust Company, National Association, East West Bank, EverBank, National Association and 11 more program banks, with insurance reaching customers as SIPC protection for securities, with cash swept to program banks. We read this information in the app's own public disclosure on September 5, 2026, and this page quotes that disclosure below. You can check each partner bank's own page on this site.

Firstrade is not a chartered bank, so securities and cash still held at the broker receive SIPC protection. SIPC protects up to $500,000 per customer, including up to $250,000 in cash still held at the broker. Swept cash sits across a network of 16 program banks, where FDIC pass-through insurance reaches each customer through those banks. That coverage is up to $250,000 per depositor, per bank, based on Firstrade’s disclosure read September 5, 2026.

Partner banks

The figure is the share of total bank deposits above the $250,000 federal insurance limit, reported quarterly to the FDIC. High shares are normal for banks holding large app program balances. They do not mean your balance is uninsured: pass-through insurance usually covers customers individually at the partner bank. Across US banks in 2022 to 2026, those above roughly 36% saw large quarterly total deposit declines more often than those below. Most banks above that level saw no such fall. This measures deposit movement and does not predict trouble for any bank.

Disclosure

FDIC Sweep Program (“FDIC - Insured Sweep Program”) is an interest-bearing deposit program insured by Federal Deposit Insurance Corporation (FDIC). It is offered through our clearing partner, Apex Clearing Corporation.

help.firstrade.com · as of September 5, 2026

Program banks from Firstrade's published Apex list (firstrade.com/forms/en-us/sweep_program_bank_list.pdf); entries with no current FDIC record (Bank of the Internet, Opus Bank, MB Financial Bank) are omitted.

Grade alerts for Associated Bank, National Association

Disclosure