Support

Account Management

How do I change my security question?
Can I change my account security question? Just reach out to our accounts team You may request to change your security question by writing to our accounts...
How do I opt-in for professional data and what does it cost?
Customers that are considered professionals and entities will receive four professional subscriber agreement forms from our accounts team during the account...
How do I opt-out from professional (live) data and avoid fees?
All entity accounts and individuals who are considered professionals will receive four professional subscriber agreement forms from our accounts team during...
How do I stop receiving paper confirmations and statements?
By default, customers are set to receive electronic confirmations and statements. If you start receiving confirmations and/or statements by mail but prefer ...
When will I receive live quotes?
Are you a non-professional trader and received an email about your unfunded account? If so, receiving live data is no longer "off the table." You ...
How do I liquidate a mutual fund?
Did you transfer a mutual fund position when performing an ACAT transfer to tastyworks? If so, and you're looking to liquidate your mutual fund positio...
How do I opt-out of text messages?
Accounts that are issued a Margin Call, hold any expiring options positions, or are potentially subject to Dividend Risk will receive a text message notific...
Does tastyworks charge any inactivity or account maintenance fees?
tastyworks does not charge an annual account maintenance fee or any inactivity fees for all account types.
What is my username?
Your tastyworks username is either the email address associated with your tastyworks account or the username you created when you opened your tastyworks acc...
How do I set up a beneficiary on my account?
Individual Cash & Margin Accounts Individual accounts require a transfer on death (TOD) form To set up a beneficiary in an individual cash or margin a...