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Help Center Account Opening & Management Account Opening

Account Opening

How do I change my account type?
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 tastyworks run a credit check? In short, yes. When you open an account at tastyworks, we run a soft credit check through Equifax. Credit checks do no...
Account Number Location
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...
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© 2017–2022 tastyworks, Inc.
Copyrights, logos, and trademarks are property of tastyworks, Inc. All rights reserved.
tastyworks, Inc., member of:
FINRA | SIPC | NFA

tastyworks does not provide investment, tax, or legal advice. tastyworks’ website and brokerage services are not intended for persons of any jurisdiction where tastyworks is not authorized to do business or where such products and other services offered by the Firm would be contrary to the securities regulations, futures regulations or other local laws and regulations of that jurisdiction. Options involve risk and are not suitable for all investors as the special risks inherent to options trading may expose investors to potentially significant losses. Please read Characteristics and Risks of Standardized Options before deciding to invest in options.

Futures accounts are not protected by the Securities Investor Protection Corporation (SIPC). All customer futures accounts' positions and cash balances are segregated by Apex Clearing Corporation. Futures and futures options trading is speculative and is not suitable for all investors. Please read the Futures & Exchange-Traded Options Risk Disclosure Statement prior to trading futures products.