Account Minimums
Looking to open a tastyworks account but not sure how much you need to open one? Well, in short, there are no account minimums. However, you will be limited...
Account Opening
Account Types
Are you looking to open an account at tastyworks but unsure which account type is right for you? At tastyworks, we offer all sorts of account types. To lear...
Application Processing Times
Domestic Customers Checking on the status of your application? Domestic accounts are opened and approved in 1-3 business days as long as there aren't ...
Joint Account Opening
How to Open a Joint Account First timer’s start here! If you do not have an open account at tastyworks yet, please register with us first by creating a us...
Opening an additional account
Do you already have a tastyworks account but are looking to open another one? At tastyworks, trading accounts house under one username/email address. So, wh...
How do I change my account type?
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...
How do I reopen my account?
Accounts that are closed due to a full ACAT transfer or from an account closure request cannot be reopened. Although your trading account is closed, you wil...
Credit Check
Does tastyworks run a credit check? In short, yes. When you open an account at tastyworks, we run a soft credit check through Equifax. Credit checks do no...
Trusted Contact
A Trusted Contact plays a specific role with your account. You can think of the Trusted Contract as an “emergency contact.” What is a Trusted Contact? Whe...
Account Number Location
Are you trying to look for your whole account number but don’t know where to find it? If you just submitted an account application, you will not receive an ...