You Bring It. We Match 3%.

Promotion Terms & Conditions 

YOUR PARTICIPATION IN THE TASTYTRADE (“SPONSOR”) 3% MATCH WELCOME BONUS (“PROMOTION”) SERVES AS YOUR WILLFUL ACCEPTANCE OF AND AGREEMENT TO COMPLY WITH THE TERMS AND CONDITIONS OF THIS PROMOTION. DO NOT PARTICIPATE IN THE PROMOTION IF YOU DO NOT AGREE WITH THESE APPLICABLE TERMS AND CONDITIONS. 

THE PROMOTION PERIOD

The Promotion begins at 12:00 AM CT on 07/22/2026 and ends at 11:59 pm CT on 8/31/2026 (the “Promotional Period”). Sponsor’s computer is the official clock for the Promotion. 

ELIGIBILITY

1. The Promotion is only available to new platform users. A new platform user for purposes of the Promotion is a user who: (a) has never opened a tastytrade account (in any capacity, including as an individual, trustee of an IRA or other trust, partner, stockholder, or member); and (b) has never received a new account bonus (such as a cash bonus or commission rebate) through a tastytrade promotion. (c) must be a legal U.S. resident and 18+ years old as of the date of participation. A user who meets the aforementioned conditions is referred to as a “Qualified Customer”.  
2. Qualified Customers must enter “BRINGIT2026” (the “Promotional Code”) in the Promotional Code field within the Promotional Period, either when applying for an eligible brokerage account or on the Account Summary page under the Manage tab.  

3. Eligible account types are the following: Individual Cash, Individual Margin, Individual Portfolio Margin, or Individual Retirement Accounts (Traditional, Roth, or SEP). You may open one account or multiple accounts. Eligible accounts are referred to as “Qualified Account(s)”. Qualified Customers must make their first deposit within the Promotional Period, with total deposits across one or more Qualified Account(s) totaling at least $1,000 USD (“Qualified Initial Deposit”). 

4. The 3% Match Welcome Bonus, up to $3,000 USD, (“Cash Match”) is calculated on your net funded amount across all Qualified Account(s) through the first 30 calendar days from your Qualified Initial Deposit (the “Final Funding Amount”). Only deposits made within this 30-calendar day window beginning from the first deposit in the first Qualified Account (the “Cash Match Period”) count toward determining the Cash Match amount. 
5. Qualified Customers may open multiple Qualified Account(s)—the 3% Match Welcome Bonus is based on your total net deposits across all Qualified Account(s) during the Cash Match Period.  

Only Qualified Customers with Qualified Account(s) are eligible for the Cash Match. The Promotion is not valid, regardless of an email from Sponsor confirming eligibility, for any persons who previously held a funded tastytrade brokerage account (including accounts opened under the Sponsor’s former legal entity name, tastyworks, Inc.) and subsequently closed the account, and existing customers who have an existing tastytrade brokerage account that was funded prior to the start of the Promotional Period. Furthermore, for the avoidance of doubt, this Promotion is not valid for or available to any persons who have previously been deemed a Qualified Customer and received a new account promotion, such as a cash bonus, as a result of their participation in any prior new account bonus or account funding bonus promotional offer.  

Employees of Sponsor and its affiliates, subsidiaries, divisions, fulfillment and advertising and promotion agencies, their immediate family members (spouse, parent, child, sibling, and their respective spouses, regardless of where they reside), and those living in the same household of each such individual, whether or not related, are not eligible. Registered persons of FINRA member broker-dealers and their immediate family members are not eligible. This Promotion cannot be combined with any other tastytrade promotional offers at any time. 

The Promotion is not open to persons who reside in any jurisdiction where tastytrade is not authorized to do business, where its products and services would be contrary to the laws, rules, and regulations governing the securities industry, the futures industry, or the financial services industry, or where otherwise prohibited under the local laws, rules, and regulations of that jurisdiction. The Promotion is not valid for internal transfers between a customer’s own tastytrade accounts and is not transferable, saleable, or valid in combination with certain other offers. 

All Qualified Customers must be legal U.S. residents and at least 18 years of age as of the date of participation. 

Only one Cash Match is available per Qualified Customer and per household.¹ This offer cannot be combined with any other tastytrade promotions. 

The Cash Match offered under this Promotion does not constitute a commission rebate, trading-fee concession, account-fee waiver, or reduction of any amount otherwise owed by the Qualified Customer to tastytrade. 

AWARD DETAILS 

Cash Match
All deposits made into the Qualified Account(s) during the Cash Match Period, up to $100,000 USD in aggregate, will be counted to determine the Qualified Customer’s Cash Match amount, for a maximum Cash Match amount of $3,000 USD. Any withdrawals made during the Cash Match Period, including any outgoing transfers via ACAT or via other withdrawal methods, will be deducted from the total net deposited amount. For the avoidance of doubt, the thirty (30) day Cash Match Period begins on the date the Initial Qualified Deposit is made into a Qualified Account. Any deposits made outside of the Cash Match Period will not qualify for an additional Cash Match. 

The Cash Match is equal to three percent (3%) of the total net deposits made across all Qualified Accounts during the Cash Match Period, up to a maximum Cash Match amount of $3,000 USD. The Cash Match calculated at the conclusion of the Funding Window represents only the Qualified Customer’s maximum potential bonus.  Qualified Customers that meet the Customer Activity Requirements below acknowledge that each installment payment is separate, substantive, and independently earned. The Cash Match will be credited to the Qualified Customer’s Qualified Account over thirty-six (36) months in equal monthly installments (each, an “Installment”). If more than one Qualified Account is opened during the Cash Match Period, the Qualified Account with the most funds deposited at the end of the Cash Match Period will be credited with the Cash Match. The first Installment is credited to the Qualified Account approximately thirty (30) calendar days after the Cash Match Period closes, and the remaining thirty-five (35) Installments will be credited to the Qualifying Account on a monthly basis thereafter. No trading activity is required at any point to receive the Cash Match. 

Final Funding Amount Maintenance
After the Cash Match Period closes, if any withdrawals are made during the following ninety (90) calendar days after the end date of Cash Match Period that reduce the Final Funding Amount, the entire unpaid Cash Match amount will be forfeited. Any withdrawals made after the ninety (90) calendar day period from the end date of the Cash Match Period that reduce the balance of the Qualified Account(s) below the Final Funding Amount will result in a recalculation of the Cash Match based on the reduced net funded amount, and future monthly Installments will be adjusted accordingly. If a withdrawal causes the balance of the Qualified Account(s) to fall below 80% of the Final Funding Amount, all future Cash Match installment payments will be forfeited. Qualified Customers whose Final Funding Amount is greater than $100,000 USD may withdraw any funded amount in excess of $100,000 USD without affecting the Cash Match amount, provided the Final Funding Amount does not fall below $100,000 USD as a result of such withdrawal(s). Losses due to trading or market fluctuations will not result in reductions to the Cash Match amount to be credited to the Qualified Customer’s Qualified Account. 

For example: if the Final Funding Amount of $100,000 USD was deposited across Qualified Accounts during the Cash Match Period, the Qualified Customer will receive $83.33 per month credited to their  Qualified Account with the most funds deposited, over 36 months (total maximum Cash Match of $3,000 USD). If, after receiving 2 monthly Installments, the Qualified Customer withdraws $20,000 USD within the first ninety (90) calendar days from the end date of the Cash Match Period, the entire unpaid Cash Match is forfeited. If the same $20,000 USD withdrawal is made after ninety (90) calendar days, the new net Final Funding Amount is $80,000 USD, the new Cash Match amount is $2,400 USD, and future monthly Installment amounts will be recalculated for the remaining months. If the Qualified Customer withdraws all funds leaving the remaining Installments at $0, there will be no clawback of Installments already paid. 

Customer Activity Requirements
In order to be eligible for an Installment in any given month, Qualified Customers must access their Qualified Account(s) at least once during the prior calendar month via authenticated session through the tastytrade platform (web, desktop, or mobile application). If a Qualified Customer is ineligible to receive an Installment due to the Qualified Customer failing to meet this condition the Qualified Customer will forfeit their Installment for that month. The Qualified Customer will be eligible to receive their next Installment provided the condition described here is met prior to the end of the next calendar month following the month in which Qualified Customer was ineligible for an Installment.  

Qualified Customers must be in good standing with Sponsor by the end of the last calendar day of the month immediately preceding the payment of any Installment in order to be eligible to receive the Installment. For purposes of this Promotion, Qualified Customers will not be considered in good standing if: (1) the Qualified Customer has an unsatisfied margin call; or (2) the Qualified Customer is subject to an active compliance or fraud investigation or has an account with Sponsor that is subject to any type of regulatory hold.     

Qualified Customers must maintain no less than 80% of their Final Funding amount in their Qualified Account(s); failure to do so will result in forfeiture of all future installment payments. Losses due to trading or market fluctuations will not result in reductions to Cash Match amounts to be credited to the Qualified Customer’s Qualified Account. Qualified Customers depositing greater than $100,000 during the Funding Window are required to maintain 80% of $100,000, the maximum Final Funding Amount.  

For avoidance of doubt, failure to qualify for an Installment will reduce the maximum potential payout a Qualified Customer is eligible to receive. 

TAX TREATMENT 

Taxable Accounts: the Cash Match will be reported on an annual Form 1099-MISC if the total promotional income for the calendar year meets the applicable IRS reporting threshold. 

IRA Accounts: the Cash Match credited to an IRA is treated as earnings of the IRA and is not reported as customer income on Form 1099-MISC. The Cash Match does not count toward IRS annual contribution limits for transfer- or rollover-based funding.  

Customers should consult their tax advisor regarding the Cash Match amount and any potential specific tax treatment that applies to them.  

PARTICIPANT DATA AND PRIVACY

Personal information collected in connection with this Promotion will be used in accordance with tastytrade's Privacy Policy, available at https://tastytrade.com/privacy-policy/.  

CONDITIONS OF ENTRY  

tastytrade is not responsible for incorrect or inaccurate transcription of entry information, or for any human or printing error in these terms and conditions or any promotional materials, technical malfunctions, lost/delayed data transmission, omission, interruption, deletion, defect, line failures of any telephone network, computer equipment, software, or any other error or malfunction, or any injury or damage to a participant's or any other person's computer related to or resulting from participation in the Promotion. If, in tastytrade's sole opinion, there is any suspected or actual evidence of electronic or non-electronic tampering with any portion of this Promotion, or if any difficulties compromise the administration, security, fairness, integrity, or proper conduct of the Promotion, tastytrade reserves the right to amend, modify, cancel, or terminate this Promotion, in whole or in part, at any time without notice. In the event of war, national emergency, accident, dangerous weather conditions, fire, riot, strikes, lock-outs, industrial disputes, acts of terrorism, pandemic, or other matters beyond tastytrade's reasonable control, tastytrade has the right, in its sole discretion, to terminate the Promotion. tastytrade also reserves the right to amend, modify, cancel, extend, or terminate this Promotion for any reason or no reason. Prompt notice of such action (other than an extension) will be made to Qualified Customers. This Promotion offer is not transferable. tastytrade reserves the right to revoke, amend, modify, or extend this Promotion at any time without prior notice. 

Caution
Any attempt by a participant or any other individual to deliberately undermine the legitimate operation of the Promotion may be a violation of criminal and civil laws and, should such an attempt be made, tastytrade reserves the right to seek damages and/or other remedies from any such person to the fullest extent permitted by law. tastytrade reserves the right to disqualify participants for any reason at any time. 

DISPUTES

This Promotion is conducted in English. By participating in the Promotion, Participants agree to release, discharge, indemnify, and hold harmless tastytrade, its direct and indirect parent companies, subsidiaries, affiliates, advertising and promotion agencies, and all of their respective officers, directors, members, managers, partners, shareholders, employees, and agents (collectively, “Released Parties”) from any liability or damages which may arise out of participation in the Promotion. All applicable federal, state, and local laws, rules, and regulations apply. Released Parties are not responsible for incorrect or inaccurate transcription of information, or for any human or printing error in these terms and conditions or any promotional materials, technical malfunctions, lost/delayed data transmission, omission, interruption, deletion, defect, line failures of any telephone network, computer equipment, software, or any other error or malfunction, or any injury or damage to you or any other person's computer related to or resulting from participation in the Promotion. Released Parties are not responsible for any inaccurate communications related to the Promotion including, but not limited to, communications regarding account eligibility. 

DISPUTE RESOLUTION

The arbitration procedures set forth in your tastytrade Customer Agreement, which are incorporated herein, govern dispute resolution related to the Promotion. 

GOVERNING LAW

All issues and questions concerning the construction, validity, interpretation, and enforceability of these Terms and Conditions, or the rights and obligations of you and tastytrade in connection with the Promotion, shall be governed by and construed in accordance with the laws of the State of Illinois, without giving effect to any choice of law or conflict of law rules (whether of the State of Illinois or any other jurisdiction), which would cause the application of the laws of any jurisdiction other than the State of Illinois. 

MISCELLANEOUS   

The invalidity or unenforceability of any provision of these Terms and Conditions will not affect the validity or enforceability of any other provision. In the event that any provision is determined to be invalid or otherwise unenforceable or illegal, the other provisions will remain in effect and will be construed in accordance with their terms as if the invalid or illegal provision were not contained herein. tastytrade's failure to enforce any term of these Terms and Conditions will not constitute a waiver of that provision. You agree to waive any rights to claim ambiguity of these Terms and Conditions. Headings are solely for convenience of reference and will not be deemed to affect in any manner the meaning or intent of the document or any provision hereof. In the event there is a discrepancy or inconsistency between disclosures or other statements contained in any Promotion materials, privacy policy, or terms of use on the tastytrade.com website, and/or these Terms and Conditions, these Terms and Conditions shall prevail, govern, and control, and the discrepancy will be resolved in tastytrade's sole and absolute discretion. 

¹ For purposes of this Promotion, "household" means accounts sharing the same owner, accounts sharing a Unique Customer ID (as assigned by tastytrade), or accounts held by related persons residing at the same residential address.

tastytrade, Inc. (previously known as tastyworks, Inc.) is a registered broker-dealer and member of FINRA, NFA, and SIPC.