Offers
- TastyTrade is offering a 3% referral bonus, up to $3,000 bonus cash ($100,000 transfer).
Valid on cash account or IRA account.
Fine Press
- The promotion is only available to new users of the platform. A new user of the platform for purposes of the Promotion is a user who: (a) has never opened a tastytrade account (in any capacity, including as an individual, trustee of an IRA or other trust, partner, shareholder or member); and (b) has never received a new account bonus (such as a cash bonus or commission rebate) through a tastytrade promotion.
- Eligible account types are as follows: Individual Cash, Individual Margin, Individual Portfolio Margin or Individual Retirement Accounts (Traditional, Roth or SEP). You can open one account or several accounts. Eligible accounts are referred to as “Eligible Account(s)”. Eligible Customers must make their first deposit within the Promotional Period, with total deposits in one or more eligible account(s) totaling at least $1,000 (the “Eligible Initial Deposit”).
- The 3% match welcome bonus, up to USD 3,000 is calculated on your net amount funded in all Qualified Accounts during the first 30 calendar days from your Qualified Initial Deposit. Only deposits made within this 30-calendar-day window beginning with the first deposit into the first Qualifying Account are counted in determining the amount of the Cash Match.
- All deposits made to the Eligible Account(s) during the Cash Match Period, up to USD 100,000 in total, will be counted towards the Eligible Customer’s Cash Match amount, for a maximum Cash Match amount of USD $3,000. Any withdrawals made during the cash match period, including any outgoing transfers via ACAT or via other withdrawal methods, will be deducted from the total net amount deposited. For the avoidance of doubt, the thirty (30) day Cash Matching period begins on the date the Qualifying Initial Deposit is made to a Qualifying Account. Any deposits made outside of the Cash Match Period will not be eligible for an additional Cash Match.
- The Cash Match is equal to three percent (3%) of the total net deposits made to all Eligible Accounts during the Cash Match Period, up to a maximum Cash Match amount of $3,000 USD. The cash match calculated at the end of the funding window represents only the eligible customer’s maximum possible bonus. Eligible customers who meet the following customer activity requirements acknowledge that each installment payment is separate, substantial and independently earned. The Cash Match will be credited to the Eligible Customer’s Eligible Account for thirty-six (36) months in equal monthly installments (each, an “Instalment”). If more than one Eligible Account is opened during the Money Matching Period, the Eligible Account with the most funds deposited at the end of the Money Matching Period will be credited with the Money Matching. The first installment is credited to the qualifying account approximately thirty (30) calendar days after the close of the Cash Matching Period, and the remaining thirty-five (35) installments will be credited to the qualifying account on a monthly basis thereafter. No commercial activity is required on every point to get Cash Match.
- After the close of the Cash Match Period, if withdrawals are made during the following ninety (90) calendar days after the date of the end of the Cash Match Period that reduce the final funding amount, the entire unpaid amount of the Cash Match will be forfeited. Any withdrawal made after the ninety (90) calendar day period from the date of the end of the Cash Matching Period that reduces the balance of the eligible account(s) below the final funding amount will result in a recalculation of the Cash Matching based on the reduced net funding amount and future monthly installments will be adjusted accordingly. If a withdrawal causes the Eligible Account(s) balance to fall below 80% of the final funding amount, all future Cash Match installment payments will be forfeited. Eligible customers whose final funding amount is greater than USD 100,000 may withdraw any funded amount in excess of USD 100,000 without affecting the Cash Match amount, provided that the final funding amount does not fall below USD 100,000 as a result of such withdrawal(s). Losses due to trading or market fluctuations will not result in reductions in the amount of Cash Matching to be credited to the Eligible Customer’s Eligible Account. For example: if the final funding amount of $100,000 USD is deposited across Eligible Accounts during the Cash Match Period, the Eligible Customer will receive $83.33 per month credited to their Eligible Account with the most funds deposited, over 36 months (maximum total Cash Match of $3,000 USD). If, after receiving 2 monthly installments, the Qualified Customer withdraws USD 20,000 within the first ninety (90) calendar days of the end date of the Cash Match Period, all outstanding Cash Match will be forfeited. If the same withdrawal of $20,000 is made after ninety (90) calendar days, the new net funding amount is $80,000, the new Cash Match amount is $2,400, and future monthly installment amounts will be recalculated for the remaining months. If the eligible customer withdraws all funds leaving the remaining installments at $0, there will be no refund of installments already paid.
- To qualify for an installment in any given month, Eligible Customers must access their Eligible Account(s) at least once during the previous calendar month through an authenticated session through the tastytrade platform (web, desktop or mobile app). If an Eligible Customer is not eligible to receive an Installment due to the Eligible Customer’s failure to meet this condition, the Eligible Customer will forfeit its Installment for that month. Eligible Customer will be eligible to receive their next installment provided the condition described herein is met before the end of the next calendar month following the month in which Eligible Customer was not eligible for an installment.
- Eligible customers must maintain no less than 80% of the final funding amount in their eligible account(s); failure to do so will result in forfeiture of all future installment payments. Losses due to trading or market fluctuations will not result in reductions in Cash Match amounts to be credited to the Eligible Customer’s Eligible Account. Eligible customers who deposit more than $100,000 during the funding window are required to retain 80% of the $100,000, the maximum final funding amount.
- For the avoidance of doubt, failure to qualify for an installment will reduce the maximum possible payment that an eligible customer may receive.
- Taxable accounts: The cash match will be reported on an annual Form 1099-MISC if the total promotional revenue for the calendar year meets the applicable IRS reporting threshold. IRA accounts: Cash Match credited to an IRA is treated as IRA earnings and is not reported as client income on Form 1099-MISC. The cash match does not count toward the IRS annual contribution limits for carryover or rollover financing.
Our verdict
The 3% match for 3 years is a solid deal, though the $100K makes it less exciting for people who like to make large balance transfers. This agreement does not compare with the old match agreement of 4%.but he’s not coming back, and overall it’s a solid deal.
I once received a TastyWorks bonus and will not be eligible for this. I also personally prefer deals that haven’t been dragged out for so many years (which also results in many years of brokerage forms to handle at tax time)but it’s really nice that they credit the bonus every month and you’re not really locked into the full promotion period.
It may also be possible to accumulate somewhat with $100 TastyTrade referral bonus. (If it’s confirmed to work, we may briefly unlock the referral thread for new reviews.) Regardless, be sure to use the code BRINGIT2026 so you know the main promotion has been applied.
We will add this to the our list of the best brokerage bonuses.
Hat tip to reader Karen
