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Help Deposits, Withdrawals, & Transfers

Brokerage Transfers (ACATS)

How do I fill out the 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 ...
How do I transfer my account from another brokerage (ACATS)?
To transfer your trading account from another brokerage firm to tastyworks, we will need a few things from you to start the process. An ACATS transfer gener...
How do I transfer a remaining cash balance from my old brokerage account?
Did you just perform a full ACAT transfer to tastyworks from an outside brokerage firm and see some extra cash that didn't make it over? Don't wor...
When will my cost basis update after an ACAT transfer?
If you just made an ACAT transfer to tastyworks that included any positions, then you may notice that the cost basis may be incorrect. Not to worry though, ...
How do I transfer my tastyworks account to another brokerage?
The receiving broker initiates all outgoing transfers from tastyworks. Please contact the firm you are transferring to for more information. For example, if...
How to transfer my brokerage account electronically (Plaid ACAT)
Are you looking to transfer your trading account to tastyworks form another brokerage? Well, instead of doing it the old fashioned way by filling out a pape...