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Knowledge base
Account Opening & Management
Account Opening
16
Accessing the tastytrade Platform
Account Types
Account Minimums
Trusted Contact
International ID Number
See all 16 articles
International Accounts
7
Supported Countries for International Accounts
International Account Funding Methods
Required Account Opening Documents (International Accounts)
Funding with CurrencyFair
How to Withdraw from an International Account
See all 7 articles
Account Management
15
Contact Us
Limited Trading Authorization (LTA)
Trade Confirmations & Account Statements
How to Close an Account
Changing Personal Information
See all 15 articles
Account Security
7
Two-Factor Authentication via Authenticator App
Two-Factor Authentication via SMS
Change Password
Password Reset
Confirm Email Address
See all 7 articles
Trading Levels & Suitability
3
Trading Levels
Upgrade Trading Level
Upgrading to IRA The Works
Retirement Accounts (IRAs)
6
401k, 403b, and 457b Rollovers
How to Convert a Traditional IRA to a Roth IRA
What is a Roth IRA?
Traditional IRA?
IRA Associated Fees
See all 6 articles
Entity Accounts
5
Entity Account Opening Instructions
How do I know if I am considered a "Professional" subscriber?
Opting-in for professional data
How do I opt-out from professional (live) data and avoid fees?
Account Migration for Entity Accounts
Promotions and Offers
8
Share a Referral Link
How to add a Referral or Promotional Code
How to Redeem Referral Credits
When can I expect my referral credit prize?
Subscribe to the luckbox Magazine
See all 8 articles
Getting Started
Intro to tastytrade
6
Introduction to Trading Platforms (Video)
Introduction to Account Management Video
How to Fund a tastytrade Account
tastyworks Name Change to tastytrade
Genius Day Crossword Puzzle
See all 6 articles
Platform Quick Guides
4
Desktop Platform Quick Guide
Mobile Platform Quick Guide
Legacy Web Browser Platform Quick Guide
How to Create Apex Login Credentials
Platform Overviews
10
Upcoming LIVE tastytrade Demos
Desktop Platform Overview Video and Live Demo
Analysis Mode Overview
Order Chains Overview
Active Trader Interface Overview
See all 10 articles
Platforms & Tech Support
Features & Navigation
26
Platform Glossary
Quote Alerts
Trading on Charts with Grid Mode
Export transaction data to a spreadsheet (CSV)
Non-standard (NS) Options
See all 26 articles
Order Entry
27
Adjusting Options Order Quantity (Ratio Spreads)
How to Cancel or Edit a Working Order
Routing Orders in a Specific Account (T-Shield)
Default price setting for single-leg option or stock orders?
How do I set a default order quantity?
See all 27 articles
Positions & Watchlists
9
How do I add or remove columns?
How do I filter positions or activity in a specific account?
Create a Watchlist
How do I filter and sort my positions?
Preset Watchlist Glossary
See all 9 articles
Platform Numbers & Calculations
11
History Tab and Profits/Losses (P/L)
Capital Requirement Per Position (Cap Req)
ETF Equivalent Delta
How is Net Liq Calculated?
Probability of Profit (POP & ePoP)
See all 11 articles
Tech Support
19
tastytrade Desktop Release Notes
Install/Uninstall the tastytrade Desktop Platform
How can I sign in if a firewall is blocking me? (Proxy Host)
Refreshing the Platform
Quotes Not Loading (Enabling WebSockets)
See all 19 articles
Platform Preferences
6
Platform Sound Settings
How do I remove an account from my platform?
Dots Covering my Account Number and Net Liq (Privacy Mode)
How do I customize my Account Header Detail?
Platform Color and Light Mode
See all 6 articles
Chart Indicators and Studies
8
MACD (Moving Average Convergence Divergence)
EMA (Exponential Moving Average)
SMA (Simple Moving Average)
HMA (Hull Moving Average)
RSI (Relative Strength Index)
See all 8 articles
Deposits, Withdrawals, & Transfers
ACH Deposits & Withdrawals
13
Link a Bank Account (ACH Relationships)
Bank Not Listed on Plaid (Link Through Micro-Deposits)
Deposit or Withdraw with a Linked Bank Account
ACH Deposit and Withdrawal Cutoff Times
Pending Deposits - Buying Power
See all 13 articles
Brokerage Transfers (ACATS)
8
Transfer an Account from Another Broker (ACATS)
ACATS Form Instructions
Electronically Transfer Your Brokerage Account (Plaid ACAT)
Remaining Cash Balance Still in Old Brokerage Account
Cost Basis not Updating After an ACAT Transfer
See all 8 articles
Internal Transfers
1
Transfer Cash or Positions Between tastytrade Accounts
Wire Transfers
4
Wire Deposit Instructions
Wire Withdrawal Instructions
Wiring Funds to/from an IRA at a Different Brokerage
Amount Deducted from Wire Deposit (Intermediary Bank Fees)
IRA Contributions/Distributions
3
Contributions and Distributions for IRAs
IRA Distribution of Stock to a Non-IRA Account
IRA Contribution of Stock from a Non-IRA Account
Checks
2
Depositing by Check
Withdrawing by Check
How-To's and etc.
2
Account Funding Methods
View Pending Deposits or Withdrawals
Trading, Buying Power, & Margin
BP Effect / Margin Requirements
27
Elevated Margin Requirements for Volatility Products
Index Options with Elevated Naked Requirements
Day Trade Requirements
Forward Conversion (Long Stock, Short Call and Long Put with the Same Strike and Exp.)
Reverse Conversion (Short Stock, Short Put and Long Call with the Same Strike and Exp.)
See all 27 articles
Margin Calls & Violations
8
Pattern Day Trading Rules (PDT)
Good Faith Violation (GFV)
Required Maintenance Call (RM Call)
Futures Maintenance Call (FM)
Day Trade Call (DT Call)
See all 8 articles
Expiration, Exercise, & Assignment
13
Assigned Early on a Spread (Closing with a Covered Stock Order)
Expiration Risk (Closed Out of Position)
Risk Team Procedures and Monitoring
What Happens to Equity/ETF Options at Expiration?
What Happens to Equity/ETF Spreads at Expiration?
See all 13 articles
Portfolio Margin (PM)
4
Difference Between a Reg-T and a Portfolio Margin (PM) Account?
Apply for Portfolio Margin (PM)
Portfolio Margin House Rules/Requirements
Portfolio Margin Minimum Equity Requirement and Downgrade Process
Position Management
12
Options Trading Dividend Risk
Why is my order not filling?
Why can't I close my index option on expiration day?
Understanding Order Execution
Time-In-Force (TIF) - Day, GTC, GTD
See all 12 articles
Cryptocurrencies
5
Enable Crypto Trading
Place a Crypto Order
Available Cryptocurrencies
Crypto Order Types
Cryptocurrency Settlement
Futures
17
CME Outright Futures Contracts
Small Exchange Futures
Link Your Small Exchange Community Membership
Sign up for a Small Exchange Community Membership
CME Options on Futures Specifications
See all 17 articles
Trading
19
Commissions and Fees
What happens to options after a stock split?
How are Day Trades Counted?
Trading Limits & Position Limits
Circuit Breakers & Trading Halts (HALTED)
See all 19 articles
Markets & Products
8
Available Products to Trade at tastytrade
OTC and Penny Stocks at tastytrade
Options that Trade Until 3:15 pm (Central)
SPX Price Increments
Setting up Autotrade
See all 8 articles
Margin
6
Margin Interest
What Affects an Account’s Cash Balance?
How do I know if I am on margin (borrowing money)?
What is maintenance excess?
What is starting day trade buying power?
See all 6 articles
Tax Center
Tax Form Guides
2
Consolidated 1099 Guide
IRA Tax Form Guide
Tax Center & Documents
4
Tax Center Location
Tax Form Calendar
Which tax forms can I expect?
Tax Form Corrections
IRAs
9
Roth & Traditional IRA Tax Rules
IRA Contribution Deadline
IRA Contribution Limits
Total IRA Contribution for the Year
Required Minimum Distributions (RMD)
See all 9 articles
International Accounts
3
Form 1042-S Guide (for International Accounts)
Taxes FAQ for International Accounts
Tax Reconciliation for International Accounts
Data Imports/Exports
6
How to Import Data to TurboTax
How to Import Data to H&R Block Tax Software
How to Import Data into TaxAct
How to Import Data to TradeLog
Employer Identification Number (EIN) Location
See all 6 articles
Tax Treatment & Rules
16
Tax Lots (FIFO & LIFO)
$0.00 Cost Basis on Short Equity Options
Wash Sales/Disallowed Loss
Total Commissions & Fees on Tax Forms
Short-Term vs. Long-Term and 1256 Contracts
See all 16 articles
Popular Articles
Popular Articles
1
Popular Articles
