The receiving broker initiates all outgoing transfers from tastyworks. Please contact the firm you are transferring to for more information. For example, if you are transferring to XYZ Brokerage, then you need to initiate the Automated Customer Account Transfer Service (ACATS) transfer with XYZ Brokerage to transfer your tastyworks accounts to them.

An account performing a full/complete outgoing ACATS transfer will cause the account to close. Partial transfers from tastyworks, on the other hand, will not cause the account to close.