Firstrade Invest 3.0 Aims To Close The Gap With Bigger Retail Broker Rivals

Wednesday, 10/12/2025 | 14:00 GMT by Damian Chmiel
  • The newly launched platform presents a refreshed interface, the Quick Trade panel, and upgraded options tools to Firstrade’s browser version.
  • The move follows fractional shares, overnight trading, and a 401(k) transfer partnership as the broker tries to keep pace with larger rivals.
Firstrade

The U.S.-based Firstrade has rolled out a redesigned version of its browser-based trading platform, Invest 3.0. It now has a floating Quick Trade ticket, updated options chain and refreshed portfolio dashboards.

With this move, the commission-free online broker aims to catch up with competitors such as Interactive Brokers and Schwab, which already offer similar options to retail traders.

Firstrade Revamps Web Platform With Invest 3.0 Rollout

The new release centers on a “Quick Trade Anywhere” panel that lets users place orders from most pages across the site, including positions, watchlists, stock overview pages, research tools and the options chain. The one-click ticket is aimed at customers who want to move faster between research and execution without navigating back to a single trading screen.

Firstrade has also reworked its options chain, introducing a clearer layout with support for multi-leg strategies and more prominent data displays. The firm says the updated design is meant to help retail traders read pricing and volatility data more easily while building complex trades.

John Liu, CEO of Firstrade
John Liu, CEO of Firstrade

“Our priority at Firstrade has always been to deliver self-directed investors user-friendly features and advanced tools that elevate the entire user experience,” said John Liu, CEO of Firstrade. “Invest 3.0 brings research, analysis, trading, and portfolio management together in one integrated platform, we aim to make it easier for investors to stay informed and act with confidence.”

The changes are notable, though they are not groundbreaking in an increasingly crowded and competitive retail trading industry.

Dashboards Catch Up With Rivals

Beyond order entry, Invest 3.0 adds sharper charts and a revamped dashboard that highlights portfolio performance and basic analytics in a single view. The platform now supports both light and dark modes, reflecting a standard feature set already common at larger US brokers.

Firstrade is keeping its pricing structure in place, including zero-commission trading on stocks and ETFs and no per-contract fees on options. The company is pitching the visual and workflow changes as a way to make research, trading and account monitoring feel more integrated without altering costs for clients.

The web overhaul lands after a busy stretch for the New York-based broker, which has been building out features to defend its position in a crowded US retail market. In October, Firstrade introduced 20/5 overnight trading on around 1,200 securities, extending access from 8:00 p.m. to 4:00 a.m. Eastern and adding 24-hour real-time quotes and extended support for customers trading outside regular hours.

A month later, the firm launched an Options Builder tool that integrates Trading Central analytics to help retail traders design and visualize options strategies before sending them to market.

The latest Invest 3.0 option chain redesign sits on top of that effort, giving Firstrade a more complete options workflow aimed at active users.

Retirement And Fractional Shares In Focus

On the retirement side, Firstrade recently teamed up with Capitalize to help clients locate and transfer old 401(k) accounts, a pool often described as “orphaned” assets spread across former employers. The integration mirrors moves by other brokerages that see rollover flows as an important source of new assets.

Earlier, in April 2024, the broker finally launched fractional share trading after a four-month delay, allowing customers to buy slices of higher-priced US stocks and ETFs. That brought Firstrade in line with competitors that had already used fractional trading for years to attract smaller-ticket and younger investors.

The broker continues to offer no-fee IRA accounts alongside its core lineup of stocks, ETFs, options, mutual funds and fixed income products. Firstrade Securities Inc. is registered with FINRA and is a member of SIPC.

The U.S.-based Firstrade has rolled out a redesigned version of its browser-based trading platform, Invest 3.0. It now has a floating Quick Trade ticket, updated options chain and refreshed portfolio dashboards.

With this move, the commission-free online broker aims to catch up with competitors such as Interactive Brokers and Schwab, which already offer similar options to retail traders.

Firstrade Revamps Web Platform With Invest 3.0 Rollout

The new release centers on a “Quick Trade Anywhere” panel that lets users place orders from most pages across the site, including positions, watchlists, stock overview pages, research tools and the options chain. The one-click ticket is aimed at customers who want to move faster between research and execution without navigating back to a single trading screen.

Firstrade has also reworked its options chain, introducing a clearer layout with support for multi-leg strategies and more prominent data displays. The firm says the updated design is meant to help retail traders read pricing and volatility data more easily while building complex trades.

John Liu, CEO of Firstrade
John Liu, CEO of Firstrade

“Our priority at Firstrade has always been to deliver self-directed investors user-friendly features and advanced tools that elevate the entire user experience,” said John Liu, CEO of Firstrade. “Invest 3.0 brings research, analysis, trading, and portfolio management together in one integrated platform, we aim to make it easier for investors to stay informed and act with confidence.”

The changes are notable, though they are not groundbreaking in an increasingly crowded and competitive retail trading industry.

Dashboards Catch Up With Rivals

Beyond order entry, Invest 3.0 adds sharper charts and a revamped dashboard that highlights portfolio performance and basic analytics in a single view. The platform now supports both light and dark modes, reflecting a standard feature set already common at larger US brokers.

Firstrade is keeping its pricing structure in place, including zero-commission trading on stocks and ETFs and no per-contract fees on options. The company is pitching the visual and workflow changes as a way to make research, trading and account monitoring feel more integrated without altering costs for clients.

The web overhaul lands after a busy stretch for the New York-based broker, which has been building out features to defend its position in a crowded US retail market. In October, Firstrade introduced 20/5 overnight trading on around 1,200 securities, extending access from 8:00 p.m. to 4:00 a.m. Eastern and adding 24-hour real-time quotes and extended support for customers trading outside regular hours.

A month later, the firm launched an Options Builder tool that integrates Trading Central analytics to help retail traders design and visualize options strategies before sending them to market.

The latest Invest 3.0 option chain redesign sits on top of that effort, giving Firstrade a more complete options workflow aimed at active users.

Retirement And Fractional Shares In Focus

On the retirement side, Firstrade recently teamed up with Capitalize to help clients locate and transfer old 401(k) accounts, a pool often described as “orphaned” assets spread across former employers. The integration mirrors moves by other brokerages that see rollover flows as an important source of new assets.

Earlier, in April 2024, the broker finally launched fractional share trading after a four-month delay, allowing customers to buy slices of higher-priced US stocks and ETFs. That brought Firstrade in line with competitors that had already used fractional trading for years to attract smaller-ticket and younger investors.

The broker continues to offer no-fee IRA accounts alongside its core lineup of stocks, ETFs, options, mutual funds and fixed income products. Firstrade Securities Inc. is registered with FINRA and is a member of SIPC.

About the Author: Damian Chmiel
Damian Chmiel
  • 3083 Articles
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About the Author: Damian Chmiel
Damian's adventure with financial markets began at the Cracow University of Economics, where he obtained his MA in finance and accounting. Starting from the retail trader perspective, he collaborated with brokerage houses and financial portals in Poland as an independent editor and content manager. His adventure with Finance Magnates began in 2016, where he is working as a business intelligence analyst.
  • 3083 Articles
  • 96 Followers

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