The ability to upgrade your trading level is based on two factors: your account type and your investor profile. To see what kind of account you currently have, please sign in to your account at tastyworks.com, or click here. You will see your account type once you sign in, beneath the Account Status heading, as illustrated below.
Only margin accounts can be upgraded. There are three different trading levels for margin accounts. Your trading level is based on your investor profile. If you trading objectives, knowledge, or financial standing has changed, then you may adjust your investor profile by signing into your account at tastyworks.com and navigating to My Profile and selecting Investor or click here for a direct link.
Cash accounts CANNOT be upgraded since there is only one level. If you would like a margin account, then please submit a new account opening application for approval in which you indicate that you are interested in a margin account type. To see if you have a Limited Cash account, then please log into your account at tastyworks.com, as illustrated below
Additionally, accounts cannot be converted from cash to margin and vice-versa.
To learn how to open another account, please click here
To learn more about our different trading levels and permissible strategies, please click here.
Instructions to update your Investor Profile
- Sign in to tastyworks.com, or click here.
- Mouseover to "MY PROFILE" and select "INVESTOR".
Once signed in, accounts that are eligible for an upgrade will have an orange "UPGRADE" button to the left of each trading account(s).
*If you do not see this button then your browser may be caching old page data. To force refresh and clear your cache the keyboard shortcuts below will refresh your page.
PC: CTRL + Shift + R
Mac: Cmd (⌘) + Shift + R