Account Management

Contact Information
Our support team knows how to tackle tough questions and get you back to trading ASAP. Contact tastytrade's support team via phone, chat, and email. For...
Limited Trading Authorization (LTA)
Are you looking to link someone else's account with your username/email? To gain access to an account belonging to a different account holder requires a...
Trade Confirmations & Account Statements
Trade confirmations are generated the day after placing a trade, and monthly account statements are generated on a monthly basis. If there is no account act...
How to Close an Account
Before requesting to close your account, it must have a 0.00 balance. You will need to liquidate all of your positions and withdraw your funds. After you ha...
Changing Personal Information
Certain information is required to open and hold a brokerage account with tastytrade. Personal information can be updated at any time. However, some informa...
Push & Email Notifications
As a tastytrade user, you can opt-in to receive order fill notifications via email and customize your push notifications. How to Enable Email Order Fill No...
Changing Usernames
How do I change my account username? At this time, you cannot change account usernames. Since the email address associated with your tastytrade account can...
Change Email Address
How do I change my email address? To change your email address linked to your trading account, start by logging in to your account tastytrade.com or click ...
Paper Confirmations & Statements
How do I stop receiving paper confirmations and statements? By default, customers receive trade confirmations and monthly account statements electronically...
Mutual Fund Liquidation
Did you transfer a mutual fund or money market fund position after performing an ACAT transfer to tastytrade? Although we do not support mutual trading on t...
1
-  of  15