Transfer an Account from Another Broker (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...
Brokerage Transfers (ACATS)
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 ...
Electronically Transfer Your Brokerage Account (Plaid ACAT)
Before initiating an account transfer with our electronic ACATS Transfer system, you'll need to open a like account at tastyworks first. For example, i...
Remaining Cash Balance Still in 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...
Cost Basis not Updating 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, ...
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...
Depository Trust Company Number (DTC)
What is the DTC number for tastyworks? The DTC number to tastyworks (Apex Clearing) is 0158. What is a DTC number? A DTC number, or Depository Trust C...
DRS Transfers
Transfers to and from a transfer agent work a bit differently than a standard ACAT transfer. This type of securities transfer is referred to as a DRS/DWAC t...