Whether you like to separate your trading strategies or wish to have a cash account in addition to your margin account, or vice-versa, you may open additional trading accounts by logging in to your account at tastyworks.com or click here.
After logging into your account at tastyworks.com, scroll down and click the Open Another Account, located beneath the blue Account Status area. Doing it this way will pre-populate your information, allowing you to apply for an additional account more efficiently.
Trading accounts house on a username/email basis. For example, that means you can have a Roth IRA, Traditional IRA, and an individual margin account under one username/email. All accounts associated with your username will display on your platform.
If you’re looking to open an account for a family member, then they will need to register with tastyworks, create a username, and go through the application process. You can link their account to yours by filling out a Limited Trading Authorization (LTA). To learn more about linking accounts, please click here.