If you have an established ACH relationship with your bank (click here to learn how to establish one) and wish to make a deposit/withdrawal, this is for you!


ACH relationships can only be established with a U.S.-based banks. Brokerage-to-brokerage ACH relationships are not supported.


Instructions:

  1. Log into your account at tastyworks.com
  2. Mouse over to the “My Money” tab. A drop-down menu will appear beneath the tab. Click either “Deposits” or “Withdrawals.”
  3. On either the Deposit or Withdrawal page, locate the account entry/entries under "Select an Account."
  4. If you have more than one account, select which account you would like to make a deposit to or withdrawal from by selecting the account in the Current Account drop-down menu:  .
  5. Your established ACH relationship will be displayed under “Your Linked Bank Account." Look to confirm that everything is correct.
  6. Proceed to “Set the Transaction Frequency and Date” and select “One-Time” under “Transaction Frequency.”
  7. Then, proceed to "Enter Your Deposit Amount” and enter the desired amount into the text field.
  8. The big, black "Continue" button towards the bottom of the page should now be available to click.
  9. After you click "Continue," a prompt will appear indicating that your request is being processed.
  10. Finally, a pop-up menu will appear in the bottom right-hand corner of the page that will confirm successful submission of the request.


The process for a withdrawal is essentially the same as initiating a deposit. Just click Withdrawals instead (#2).


To learn how to cancel a deposit or withdrawal, please click here.