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How To Fund Your Account


1.

BY ACH

The most convenient way to fund your tastyworks account is by setting up an ACH. An ACH establishes an electronic relationship between your bank account and your tastyworks account. Once you link your bank account with tastyworks, you’ll be able to move funds easily to and from your brokerage account. And remember, ACH deposits and withdrawals are FREE.

Please note, international account holders must have a US bank account to fund by ACH.

2.

By Wire

You can fund your account via wire transfer. Please make sure the name on the account sending the wire is the same as the name on your brokerage account that you are funding, as tastyworks does not accept third party wire transfers. Contact your bank or brokerage firm to initiate a wire with the following information:

Bank Name & Address

BMO Harris Bank

111 West Monroe Street

Chicago, IL 60603

ABA Routing Number

071000288

(for non-domestic wires, use SWIFT Code: HATRUS44)

Recipient/Beneficiary Account Number

1619329

IMPORTANT: Do not enter your tastyworks account number as the receiving bank account number. Make sure you are wiring into this bank account number: 1619329

Recipient/Beneficiary Name

tastyworks via Apex Clearing

Recipient/Beneficiary Address

350 N. St. Paul Street

Suite 1300

Dallas, TX 7520

For Further Credit To / Memo

Your full name and your tastyworks account number

3.

By Check

Funds deposited by check are typically available for trading three business days after they are successfully posted to your account. Just make the check payable to tastyworks, include your tastyworks account number on the memo line, and mail it to the following address:

Please note, international account holders must have a US bank account to fund by check.

tastyworks

Attn: Account Services

1000 W. Fulton Market St.

Suite 220

Chicago, IL 60607

Please note that because tastyworks does not accept third party funding, the name on the check must be the same as the name on the tastyworks account.

4.

BY TRANSFERRING YOUR ACCOUNT FROM ANOTHER BROKERAGE FIRM (ACAT)

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

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