We were all taught to share when we were children, but there are some things in life that aren’t meant to be shared. If you subscribe to this notion and are in a public place or are showing off your tastyworks platform to a friend then you can conceal your account number, portfolio’s net liq, and account type.

Sections

• What does Privacy Mode look like on the platform?
• How do I turn on/off Privacy Mode?

Here are three examples of what your account will look like when Privacy Mode is enabled.

Desktop Platform

Web-based Platform

Mobile Platform

Privacy mode will display a truncated, or shortened, account number. Each account’s portfolio net liq will also be concealed with dots .

Privacy Mode within the desktop platform and web-based platform can be enabled/disabled by heading to each respective platform’s Settings menu. If Privacy Mode is enabled on the desktop platform then it will reflect onto the web-based platform, and vice-versa.

Desktop Platform

Web-browser Platform

Mobile Platform