Account Opening

What is the minimum to open an account?
There is no minimum to open a cash account. If you want a margin account and would like margin privileges then you must maintain a minimum balance of at lea...
How can I rollover a 401k or 403b to tastyworks?
You can rollover funds from an existing retirement account (such as a 401k, 403b, etc.) to your tastyworks IRA by following the steps below. Instructions t...
What type of accounts does tastyworks offer?
At tastyworks, we offer all sorts of account types. To learn more about our account offerings, please continue below or click here. Individual accounts R...
How do I open an Entity Account (S-Corp, C-Corp, LLC, Partnership, Trust)?
Are you interested in opening an S-Corp, C-Corp, LLC, Partnership, or Trust account? Then you're in the right place. Although it is the 21st century, e...
How long does it take to approve and open an account after applying?
Domestic Customers Domestic accounts can be opened and approved almost instantly or in one-day, as long as there aren't any issues with any of the info...
How do I confirm my email address?
If you just signed up with tastyworks and are experiencing trouble logging in then chances you haven't confirmed your email address. You should have go...
How do I open a Joint Account? (instructions)
To open a joint trading account, please follow the instructions below. Some things in life go great together. Wine and cheese, peanut butter and jelly, ...
Where do I go to open another trading account?
You may open additional trading accounts by logging in to your account at tastyworks.com or click here. After logging into your account at tastyworks.com, ...
How do I know if I am considered a "Professional" subscriber?
The definition of a “Professional Subscriber” varies for securities and futures. If any of the following statements below are true, then you are considered ...
How do I convert my account?
At this time, accounts cannot be converted. For example, a cash account cannot be converted to a margin account or vice-versa. To open a different account t...