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Deposit & Funding

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Account Opening & Management

Getting Started

Platforms & Tech Support

Trading, Buying Power, & Margin

Open an Account

Open an Account

Forms & Agreements

Forms

407 Approval Letter Form
ACATS Form
Entity Beneficial Owner 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
Required Minimum Distribution Form
Roth IRA Conversion Request
Roth IRA Distribution Request
Transfer on Death
Trust Beneficiary Form
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
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 Customer Agreement
tastytrade Futures Customer Agreement
tastytrade Futures IRA Customer Agreement
Traditional IRA Agreement
Trust Agreement

Office Address

L 17, 123 Pitt St

Sydney NSW 2000

+61 02 8317 1402

support@tastytrade.au

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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.

Any financial services provided in Australia are provided by or on behalf of tastytrade Australia under its Australian Financial Services Licence number 508867. Please see the tastytrade Australia Financial Services Guide for more detail about the financial services it provides. tastytrade recommends that you review our Product Disclosure Statement to assess if this product is appropriate, and if you are unsure please seek financial advice from a licensed advisor.

tastytrade Australia collects, uses and discloses personal information in accordance with the Australian Privacy Principles. By using this website, you are taken to have agreed to the terms of tastytrade Australia’s Privacy Policy, a copy of which is available here.

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