How To Fund Your Account

1. By wire transfer

You can initiate a wire transfer from your bank, online currency broker, or another brokerage firm to fund your account. The account from which you are sending the wire must have the same name as the brokerage account you are funding, as tastytrade does not accept third-party wire transfers. When using an online currency broker, ensure you send the funds via wire, not ACH, to prevent additional delays or fees.

For additional information, please visit the tastytrade Help Center. To initiate a wire transfer, please contact your bank, online currency broker, or brokerage firm and provide them with the following information:

All wire transfers must be made in U.S. Dollars (USD).

Bank Name & Address
BMO Harris Bank
111 West Monroe Street
Chicago, IL 60603

SWIFT Code
HATRUS44 or HATRUS44XXX
IMPORTANT: for Australian Bank Wires, our banks will require a SWIFT code instead of an ABA number. In the event the Bank Wire form you are using requests an ABA Routing Number, use 071000288

Recipient/Beneficiary Account Number
1619329
IMPORTANT: Do not enter your tastytrade account number as the receiving bank account number. Make sure you are wiring into this bank account number: 1619329

Recipient/Beneficiary Name
tastytrade via Apex Clearing

Recipient/Beneficiary Address
350 N. St. Paul Street
Suite 1300
Dallas, TX 75201

For Further Credit to / Memo / Message to Recipient / Description
Some wiring forms will have a dedicated section for the final recipient/beneficiary information (your tastytrade account name and your tastytrade account number), but some might not.

  • If the wiring form you are completing has a dedicated section for this information, this is where you should provide your name (as it appears on your tastytrade account), your tastytrade account number, & any other requested information.
  • If the wiring form you are completing does not have a dedicated section for this information, there should be a “Memo”, “Message to Recipient”, or some other section that allows you to provide additional information to the recipient of the wire. You should be able to successfully transmit your wire if you provide your tastytrade account number in this field.

2. By transferring your account from another brokerage firm (ACAT)

You can fund your tastytrade account by transferring an existing account from another brokerage firm by initiating an ACAT. To do so, please follow these steps:

  1. Open up a like account with tastytrade.
  2. Fill out and sign the account transfer form.
  3. Scan the completed form and email it to accounts@tastytrade.com with the subject ‘ACAT Request’ along with a copy of the most recent statement for your account at the other brokerage firm.

Ready to Trade?

Tastytrade

Office Address
Suite 4.04, 130 Pitt St
Sydney NSW 2000
+61 02 8317 1402
support@tastytrade.au

tastytrade Australia Pty Ltd (ABN 61 623 542 969, AFSL 508867) (tastytrade Australia) is authorised under Australian financial services law to provide general financial product advice; arrange for the issue of, derivatives, securities and managed investment schemes to retail clients; and issue standard margin lending facilities. tastytrade Australia is a wholly-owned subsidiary of tastylive, Inc (tastylive), a company established as a Delaware C-Corporation located in Chicago, Illinois in the United States.

tastytrade Australia issues standard margin lending facilities for Australian residents only (Margin Lending). tastytrade Australia also has a referral arrangement with tastytrade, Inc (tastytrade U.S.) a U.S. registered introducing broker servicing the self-directed investor. tastytrade U.S is regulated by FINRA (Financial Industry Regulatory Authority), SEC (Securities and Exchange Commission), NFA (National Futures Association) and the CFTC (Commodity Futures Trading Commission) and is a member of FINRA, NFA and SIPC (Securities Investor Protection Corporation). Upon approval by tastytrade U.S. and its clearing firm Apex Clearing Corporation (Apex), a registered U.S. clearing firm, Australian investors can open a trading account with tastytrade U.S. tastytrade U.S. and Apex also are service providers for Margin Lending.

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