Did you login to your account at manage.tastyworks.com and see the following prompt? No worries, to continue with linking your Small Exchange Subscription, please click View Documents to proceed.
You must agree to our updated Disclosure notices by clicking the red YES button on the Documents page before you can continue with linking your Small Exchange Subscription.
Ready for The Smalls? We know you are. The Small Exchange will go live on June 1st, 2020. For more information about Small Exchange products, including commissions and fees, please click here.
Before you get started...
Must have our highest margin trading level, The Works or IRA The Works, and have futures trading enabled
Since The Smalls are futures contracts, non-ira margin accounts must have our highest margin trading level, The Works. On the other hand, IRA accounts must have IRA The Works. Additionally, your account must have futures trading enabled. Cash accounts cannot trade any Smalls products.
IRA accounts looking to upgrade to IRA The Works, please click here.
Do I have to subscribe to the Small Exchange to trade The Smalls?
Want to test drive trading The Smalls without having a linked subscription? Well, have at it! You can still trade The Smalls without a Small Exchange Subscription.
Futures-enabled accounts that trade The Smalls without a linked Small Exchange subscription are assessed Non-Subscriber Exchange fees and will only receive Small Exchange market data free-of-charge for a year. If you like trading with reduced exchange fees and would like to receive lifetime Small Exchange market data, you can consider purchasing a subscription to the Small Exchange.
For more information, please visit the Small Exchanges' Subscriber Portal by clicking here. After you get set up with your Small Exchange subscription, continue to the instructions below.
Make sure you are registered with The Small Exchange
Before you can link your tastyworks account to your Small Exchange subscription, you must first register with the Small Exchange and have user credentials with The Small Exchange, which is separate from your tastyworks user credentials.
I am already a registered subscriber with the Small Exchange
You already registered? Great, please proceed to the next section below! Make sure you have your Small Exchange user credentials on-hand!
I did not register with the Small Exchange yet
If you have not registered with the Small Exchange yet, then please visit the Small Exchange's Subscriber Rebate Program Details page to learn more and to get started. Once you have your Small Exchange user credentials, please refer to the next section below.
I don't remember if I registered with the Small Exchange
Not sure if you are already a Small Exchange subscriber. No need to panic. Please write to firstname.lastname@example.org and they can help you get set up. Or, if you wish to purchase a Small Exchange Subscription, then please visit their Subscriber Portal.
How to link your Small Exchange Subscription
Have your Small Exchange Credentials on-hand
To get started, you will need to go to the Exchange Affiliations page by signing in to your account at manage.tastyworks.com. After signing in, navigate to My Profile>Exchange Affiliation.
Once in the Exchange Affiliations page, navigate to the Link Exchanges section and click Link Your Small Exchange Subscription. It should be the only button on this page.
After clicking Link Your Small Exchange Subscription, you will reach the Small Exchange Subscriber Login Portal. Enter your Small Exchange username/email and password. Please note that your Small Exchange user credentials are separate from your tastyworks user credentials. If you're having difficulty logging in to your Small Exchange account, please write to email@example.com.
After entering and submitting your Small Exchange credentials, the portal will link your Small Exchange Subscription, and you will return back to your Customer Account Management page and briefly see the message below:
When the linkage completes, you will automatically return to the Exchange Affiliations page. You will know if your subscription is successfully linked by referring to the Link Exchanges section again. A checkmark and message that You have linked your accounts to a Small Exchange subscription along with an alphanumeric code in parenthesis will indicate that the linkage was successful.
I linked my Small Exchange Subscription, now what?
Enjoy trading the smalls!
Your Small Exchange Subscription applies to your account on an account owner level. As a result, any of your futures-enabled accounts will be able to trade the Smalls with reduced (subscriber) exchange fees. To view a list of available smalls contracts, please click here.
A note about LTA accounts
Do you have a friend or family member's account linked to your tastyworks account? If so, then this pertains to you! If you are an authorized agent and have a Limited Trading Authorization (LTA) on a futures-enabled account, then the account owner must be a Small Exchange Subscriber to be entitled to the lower exchange fees when trading the Smalls.
For example, let's say you're helping manage your father's futures-enabled margin account, but he's not a Small Exchange Subscriber. As a result, any Smalls trades made on behalf of your father as an LTA are subject to non-subscriber exchange fees. However, Smalls trades routed in any account you own, as a Small Exchange Subscriber, will be assessed the Subscriber exchange fee.