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...
Account Opening
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...