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How to Enable Options Trading on Tradier Step by Step

Bernardo Rocha

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Step-by-step guide for enabling options trading on Tradier showing account setup KYC completion and options Level 3 approval process

To trade iron condors on Tradier and connect to Tradematic — an automated iron condor trading platform — you need Level 3 options approval. Tradier's Level 3 covers defined-risk spreads, which is the same permission Tastytrade calls Level 2. Broker level numbering is not standardized across the industry.

This guide covers the full account and options approval process at Tradier.


Why Tradier for Options Automation?

Tradier is a broker-dealer that combines competitive options commissions ($0.35/contract) with a well-documented REST API designed for developer integrations. For systematic traders who want lower per-contract costs and clean API access, it is a compelling choice.

Tradematic integrates directly with Tradier's API for automated iron condor execution.


Step 1: Open a Tradier Account

Visit brokerage.tradier.com and create an account.

Account types available:

  • Individual brokerage account — most common for active traders
  • IRA accounts — Traditional and Roth IRAs for tax-advantaged trading
  • Joint accounts — for shared accounts

Step 2: Complete KYC (Know Your Customer) Verification

Tradier follows standard US broker KYC requirements. You will provide:

  • Full legal name and date of birth
  • Social Security Number
  • Residential address
  • Employment information
  • Financial information (income, net worth, investment experience)

Upload a government-issued photo ID. KYC review typically takes 1–2 business days, compared to the near-instant verification at larger platforms.


Step 3: Fund Your Account

Funding options:

  • ACH transfer — 1–3 business days
  • Wire transfer — same day or next day
  • Check deposit — 3–5 business days
  • ACATS transfer from another broker — 3–5 business days

Tradier has no strict minimum deposit requirement, though you need sufficient capital for your intended position sizes.


Step 4: Apply for Options Level 3 Approval

For vertical spreads and iron condors on Tradier, you need Level 3 options approval.

To apply:

  1. Log in to your Tradier account
  2. Navigate to Account Settings → Options Trading
  3. Complete the options trading application

The application will ask about:

  • Options trading experience (years, strategies used)
  • Knowledge of spreads and multi-leg strategies
  • Financial situation (income, net worth)
  • Investment objectives and risk tolerance

Approval timeline: Tradier's options approval typically takes 1–3 business days — longer than Tastytrade's near-instant approval. Manual review is common.


Step 5: Approval Levels at Tradier

Tradier's options approval tiers:

LevelStrategies Permitted
Level 1Covered calls
Level 2Long options (buying calls and puts)
Level 3Spreads (vertical, iron condors, butterflies — all defined-risk)
Level 4Naked options (undefined risk)

Level 3 is the target for iron condor traders. Ensure your application clearly describes experience with multi-leg defined-risk strategies.


Step 6: Access the Tradier API

Once options approval is granted, enable API access:

  1. In your Tradier account, navigate to API Access
  2. Generate an API access token
  3. Note your account ID and token — these are used for Tradematic integration

Step 7: Connect Tradier to Tradematic

  1. Log in to Tradematic at portal.tradematic.app
  2. Navigate to Broker Integration
  3. Select Tradier and complete the OAuth authorization
  4. Configure your iron condor strategy parameters
  5. Activate automation

For the detailed connection walkthrough, see How to Connect Your Tradier Account to Tradematic.

Once connected, Tradematic manages iron condor entries, monitors positions, and executes exits according to your configured profit target and stop-loss rules — without manual intervention.


Frequently Asked Questions

Why does Tradier require Level 3 for spreads when Tastytrade only requires Level 2? Broker approval level numbering is not standardized across the industry. Each broker defines its own tier labels. The underlying requirement — approval to trade defined-risk multi-leg spreads — is the same. See How to Enable Options Trading on Tastytrade for the Tastytrade process.

Can I trade iron condors in a Tradier IRA? Yes. Tradier IRAs can receive Level 3 approval for spreads. IRAs cannot use margin, but defined-risk spreads like iron condors only require the spread width as collateral — no margin is needed.

How does Tradier compare to Tastytrade for API reliability? Both APIs are reliable for systematic trading. Tastytrade's API has a larger developer community and more extensive documentation. Tradier's API is clean and functional, well-suited for automation. For a full comparison, see Tradier vs Tastytrade for Options Automation.

What are Tradier's commissions for iron condors? $0.35 per contract per leg, both open and close. A 1-contract iron condor (4 legs × 2 transactions = 8 total): $2.80 round trip. Compared to Tastytrade's $4.00 round trip at 1 contract.

Is Tradier a regulated broker? Yes. Tradier is a FINRA and SIPC member broker-dealer. FINRA's BrokerCheck confirms its registration status.


Conclusion

Enabling options trading on Tradier requires opening an account, completing KYC verification (1–2 days), funding, and applying for Level 3 options approval (1–3 days additional). The total setup time is longer than Tastytrade, but the lower per-contract commission ($0.35 vs $1.00) can be meaningful for traders with smaller position sizes.

Once approved and connected to Tradematic, automated iron condor execution works identically to the Tastytrade integration.

Start your 7-day free trial and connect your Tradier account to Tradematic for systematic iron condor automation.


Trading involves risk and losses can occur. Past performance does not guarantee future results. Options trading is not suitable for all investors. Only allocate capital you are comfortable risking.

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