Forms and Agreements

Forms

3210 Approval Letter Form
ACATS Form
Individual Beneficial Owner Form
Internal Transfer Request
Internal Transfer To IRA Request
IRA Change of Beneficiary Designation
IRA Deposit Slip
IRA Designation of Beneficiary
IRA Distribution Request
Large Trader Disclosure Form
Limited Trading Authorization-LTA
Name Change Authorization
Roth IRA Conversion Request
Roth IRA Distribution Request
Transfer on Death
Trust Grantor Form

Agreements

Apex Customer Agreement
Apex Futures & Exchange-Traded Options Customer Agreement
CME Group Professional Subscription Agreement
CME Group Subscription Agreement
Corporate Account Agreement
Corporate Cash Account Agreement
End User License Agreement
Fully-Paid Securities Lending Program Agreement
IRA Limited Margin Agreement
IRA Limited Margin with Futures Agreement
Joint Tenants in Common Agreement
Joint With Rights of Survivorship Agreement
Limited Liability Company Agreement
Margin Agreement
NASDAQ Professional Subscriber Agreement
NASDAQ Subscriber Agreement
NYSE Professional Subscriber Addendum
NYSE Professional Subscriber Agreement
NYSE Subscriber Agreement
OPRA Professional Subscriber Agreement
OPRA Subscriber Agreement
Option Agreement
Partnership Agreement
Portfolio Margin Agreement & Risk Disclosure
Roth IRA Agreement
tastytrade Cryptocurrency Platform Agreement
tastytrade Customer Agreement
tastytrade Futures Customer Agreement
tastytrade Futures IRA Customer Agreement
tastytrade Limited Trading Authorization and Agreement for Autotrade Service
Traditional IRA Agreement
Trust Agreement
Zero Hash and Zero Hash Liquidity Services User Agreement

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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. Zero Hash LLC and Zero Hash Liquidity Services are licensed to engage in Virtual Currency Business Activity by the New York State Department of Financial Services. 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.

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