Portfolio Margin

Why Upgrade to tastytrade Portfolio Margin?

• Maximize Potential: With portfolio margin, you’ll get additional leverage in your account, up to 6.7:1 leverage compared to 2:1 leverage with a margin account. More buying power. More power to trade.*
• Minimize Risk: We give you the same advanced tools that the tastytrade risk team uses to analyze and visualize your risk. This allows you to dig into the numbers to stress-test your positions and strategies.
• Support: Our platform was built by former options traders from the old trading floors. We know trading, and we know the tools you need. And if you need any support, our experienced margin team on our trade desk is there every step of the way.

Learn more about portfolio margin and how it works

What's Required?

First, you’ll need our highest-level trading account, The Works, and at least $125,000 in your securities account. Cash and IRA accounts aren’t eligible. To maintain portfolio margin, you’ll need at least $100,000 in your securities account at the end of every trading session. Keep in mind, futures and cryptocurrencies are not included in your securities account.

How to Apply

Step 1:

Log in to your tastytrade account. Go to My Accounts, then Trading Preferences. Select the margin account you'd like to upgrade.

Step 2:

Click "Enable" under Portfolio Margin.

Step 3:

Next, a portfolio margin application will appear. Answer all the questions related to your trading history and intentions, and thoroughly read through the Portfolio Margin Customer Agreement and Portfolio Margin Risk Disclosure Statement. You must first open and read both the agreement and the disclosure before proceeding.

Step 4:

After reviewing all of your portfolio margin application info and the disclosure statements, and if you agree to the conditions of the documents, click “I understand that by checking this box, I am providing a legally binding signature, just as if I were a paper copy.” and then click on "Complete all fields."

Step 5:

Once submitted, we’ll review your application within 3-5 business days, and we’ll notify you by email if your account is approved for portfolio margin.