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Help Center Account Opening & Management Entity Accounts

Entity Accounts

Entity Account Opening Instructions
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 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 ...
Opting-in for professional data
Customers classified as professionals and any entity account will receive four professional subscriber agreement forms from our accounts team after submitti...
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...
Account Migration for Entity Accounts
We have implemented a change in our system that requires each entity/trust account or application to create a unique username used as the primary account ho...
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© 2017–2022 tastyworks, Inc.
Copyrights, logos, and trademarks are property of tastyworks, Inc. All rights reserved.
tastyworks, Inc., member of:
FINRA | SIPC | NFA

tastyworks does not provide investment, tax, or legal advice. tastyworks’ website and brokerage services are not intended for persons of any jurisdiction where tastyworks is not authorized to do business or where such products and other services offered by the Firm would be contrary to the securities regulations, futures regulations or other local laws and regulations of that jurisdiction. Options involve risk and are not suitable for all investors as the special risks inherent to options trading may expose investors to potentially significant losses. Please read Characteristics and Risks of Standardized Options before deciding to invest in options.

Futures accounts are not protected by the Securities Investor Protection Corporation (SIPC). All customer futures accounts' positions and cash balances are segregated by Apex Clearing Corporation. Futures and futures options trading is speculative and is not suitable for all investors. Please read the Futures & Exchange-Traded Options Risk Disclosure Statement prior to trading futures products.