FAQs  >  Topic: Trading

How do I increase my trading level?

To request an upgrade to your trading level, please send an email request to customerservice@optionshouse.com from the email address on record at OptionsHouse. Please include the following information:

  • Date of birth,
  • Last four digits of your Social Security number,
  • Last four digits of your account number.

In addition, please include:

  1. Years of experience trading options,
  2. Approximate number of options trades annually,
  3. Approximate size of these options trades,
  4. Years of experience trading equities,
  5. Approximate number of equity trades annually,
  6. Approximate size of these equity trades,
  7. Your estimated annual income,
  8. Your estimated net worth,
  9. Your estimated liquid net worth,
  10. Your Investment objective: capital preservation, growth, income, other, speculation,
  11. The option strategies you’d like added to your account

Once we have received this information, we will reevaluate your account’s approval level and send you an email detailing any changes to your approved trading level or ask for additional information.