ACATS Form Instructions

Follow the step-by-step instructions below to complete the Automated Customer Account Transfer Service (ACATS) form. If you need an ACATS Form, then please visit our Forms and Agreements page by clicking here

Please send completed ACATS forms along with your most recent statement to If you do not have a scanner to send your completed ACATS form or recent account statement, then you may use your smartphone's camera.

At this time, futures or cryptocurrencies (digital currencies) cannot be transferred to tastytrade.