tastytrade | An options brokerage for the active trader
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Account Opening & Management
Account Opening
Account Opening
Change Account Types
At this time, accounts cannot be converted. For example, a cash account cannot be converted to a margin account or vice-versa. To open a different account t...
How do I reopen my account?
Accounts that are closed due to a full ACAT transfer or from an account closure request cannot be reopened. Although your trading account is closed, you wil...
Credit Check
Does tastytrade run a credit check? In short, yes. When you open an account at tastytrade, we run a soft credit check through Equifax. Credit checks do ...
What is my tastytrade Account Number?
Are you trying to look for your whole account number but don’t know where to find it? If you just submitted an account application, you will not receive an ...
Acceptable Documents for Domestic Accounts
Our accounts team may reach out to you in the event the soft credit check cannot verify your personal information. As a result, domestic accounts that requi...
Incomplete Application
For an account application to be reviewed each step of the account application process must be complete. There are 5 sections of the account application tha...
Uploading Account Documents
Did you recently apply for an account but still need to include an identification (ID) document with your application, or did our Accounts team ask for an I...
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