transfer account

Bring over your account from another brokerage.


bank transfers

Link your bank account for quick and easy transfers.


wire transfers

Send money directly to your account through a wire.



Mail us a check, and we’ll deposit it in your account.



Transfer your IRA or individual account in just 4 steps via ACATS. We don’t charge incoming transfer fees. But if your other broker does, we’ll reimburse you up to $75 back when you move accounts from another firm (limitations may apply).

enter your account info

1. Enter your account info

Open a tastytrade account, then link your account from another broker.

choose full or partial transfer

2. Choose full or partial transfer

Transfer all your assets in full, or choose what you want to transfer.

authorize the transfer

3. Authorize the transfer

Upload a statement of an account you are transferring and sign the authorization form.

deposit your assets

4. We deposit your assets

We'll process the transfer. ACATS transfer will take 7-10 business days.


How do I get reimbursed for my other broker’s transfer fees?

For each minimum transfer of $2,000, we will reimburse the transfer fees from your other broker, up to $75. To get reimbursed, please contact our support team at You will receive reimbursement in your account within 2 weeks from the request.

Do you charge a fee to transfer from another broker?

We don’t charge an incoming ACATS fee. But the transferring firm may charge an outgoing ACATS fee.

Why is there still money left in my account at another firm after I transferred?

This is common. Dividend or interest payments may occur in your other brokerage account after the transfer was completed. If you requested a full transfer, any remaining cash balance from the other brokerage account will be transferred over automatically in scheduled residual sweeps. 

Can I transfer my IRA to tastytrade?

Yes, you can transfer a traditional or Roth IRA using the same method. To start the account transfer, sign in to your account at, go to My Money, select Deposits, and then click the By ACATS tab.

What if I want to transfer a joint account or an entity account such as an LLC account or a Trust account?

Fill out our simple ACATS form to transfer a joint or entity account. You would need the same type of an account at tastytrade. If you need a little help, see our instructions.

How long does a tastytrade transfer take?

Typically, ACATS transfers take 7-10 business days.

Check out our Help Center for more info about transferring brokerage accounts.

Link your bank — and get buying power instantly

Connect your bank account, and you’ll get immediate buying power when you transfer funds, up to $1,000. Plus, we don’t charge fees for ACH deposits and withdrawals. You can even link your bank account right from our mobile app.

Step 1:

Log in to your account. Go to My Money and then click Deposits.

click on deposits

Step 2:

Select your tastytrade account and click Link Your Bank Account.

link your back

Step 3:

Choose your bank from the list and log in to link your account. You can add your bank info manually if it’s not in the list.

choose your bank


How soon will I have my funds if I link my bank account?

If your bank account is linked with Plaid, the instant bank linking system, up to $1,000 of an ACH deposit will be applied to buying power immediately. You are allowed one instant buying power deposit per day. 

Can I make recurring deposits?

Yes, you can set up recurring weekly, bi-weekly, or monthly deposits.

Do you charge for ACH transfers?

There’s no cost for deposits or withdrawals performed via ACH.

How do I link my bank account on the mobile app?

You can link bank accounts and submit deposits and withdrawals on our mobile app if you link via Plaid. If your bank isn’t listed on Plaid, then you can link via micro-deposits on If you want to fund an IRA, you’ll also need to do so through our account management site.

Check out our Help Center for more info about bank transfers.

Wire it over

You can add funds by wire. Most transfers sent from U.S. banks will be deposited in your account the next business day. Contact your bank or broker to start a wire transfer with this info:

Bank Name & Address

BMO Harris Bank
111 West Monroe Street
Chicago, IL 60603

ABA Routing Number

For non-domestic wires, use SWIFT Code: HATRUS44.

Recipient/Beneficiary Account Number

Don’t enter your tastytrade account number as the receiving bank account number.

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

Your full name and tastytrade account number. Make sure the name on both accounts is the same.


Do you charge for incoming wire transfers?

We don’t charge an incoming fee for wire transfers.

How soon will my funds be available?

Wires typically post to your account the next trading day after initiating the wire from your bank. Wires from foreign sources can take 3-5 business days to post in your account after initiating the wire from your bank.

What currencies can I fund with?

tastytrade only accepts deposits in USD. tastytrade does not provide any currency conversion services, and funds cannot come from a third party. For international clients who are wiring funds, please see our Help Center article.

What if my wire form doesn’t have a Memo section?

There should be a 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.

Check out our Help Center for more info about wire transfers.

Fund by check

Prefer paper? If you deposit by check, your funds will usually be available 4 business days after they’re posted to your account. Make the check payable to tastytrade, put your account number on the memo line, and mail it to:

tastytrade, Inc.
Attn: Account Services
1330 W. Fulton St. Suite 600
Chicago, IL 60607


Is there a minimum deposit by check?

We don’t have minimum deposits for funding accounts.

What about 401k or 403b Rollover Checks?

For Rollover IRAs, please make checks payable to Apex Clearing FBO *Your Name.* Please include the name on the account and the tastytrade account number on the memo line. Learn more about 401k or 403b rollovers here.

Can I withdraw money via check?

Yes! Log in to your account, go to My Money, and select Withdrawals. Once you’re there, click the By Check tab. Withdrawals by check are only available to customers in the U.S. and cost a $5 fee per check.

Check out our Help Center for more info about funding by check.

Have more questions? We got answers.

If you need more help, give our specialists a call at 888-247-1963 or visit our Help Center.

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.

Cryptocurrency transaction and custody services are powered by Zero Hash LLC and Zero Hash Liquidity Services LLC. Cryptocurrency assets are held and custodied by Zero Hash LLC, not tastytrade. Services may not be available in all states. Cryptocurrency assets are not subject to Federal Deposit Insurance Corporation (FDIC) or Securities Investor Protection Corporation (SIPC) coverage. Cryptocurrency trading is not suitable for all investors due to the number of risks involved. The value of any cryptocurrency, including digital assets pegged to fiat currency, commodities, or any other asset, may go to zero.

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

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