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: With greater buying power comes greater risk, so 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 will give you knowledgeable support.

Risk Analysis Tool
Portfolio Risk Analysis Tool

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 $175,000 in securities account equity. Cash and IRA accounts aren’t eligible. To maintain portfolio margin, you’ll need at least $150,000 in securities account equity at the end of every trading session.

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.

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Step 2:

Click "Enable" under Portfolio Margin.

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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 disclosures before proceeding.

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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 agree to the conditions of the document(s) above” and then click on "Enable Portfolio Margin."

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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.

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* Portfolio margin account is not suitable for all investors. Trading in a portfolio margin account can substantially increase leverage. However, such increased leverage can significantly increase the risk of loss.

tastytrade, Inc. (“tastytrade”) does not provide investment, tax, or legal advice. tastytrade’s website and brokerage services are not intended for persons of any jurisdiction where tastytrade is not authorized to do business or where such products and other services offered by the tastytrade 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.

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tastytrade, Inc. was formerly known as tastyworks, Inc.

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