Did you transfer a mutual fund or money market fund position after performing an ACAT transfer to tastyworks? Although we do not support mutual trading on the platform, any mutual fund or money market fund position(s) transferred to tastyworks remain at our clearing firm. We do not support establishing new mutual funds positions but can be closed by reaching out to our support team.
How do I liquidate a mutual fund?
To close your transferred mutual fund or money market fund position, please reach out to our support team by writing to firstname.lastname@example.org. Mutual fund liquidation requests made before 2:00 pm central (Chicago time) with our clearing firm (Apex) qualifies for same-day processing. Mutual fund liquidations are subject to a $20/fund passthrough fee by our clearing firm and occur after the close. Typically, proceeds from a sale are made available for trading the next business day.