OPTIONBOTS × TASTYTRADE PROMOTION TERMS

Last Updated: October 21, 2026

1. Overview

The OptionBots × tastytrade Promotion (the "Promotion") lets eligible OptionBots subscribers use OptionBots at no cost, with no payment method required, for as long as they meet the qualification criteria below each month.

The Promotion is offered by Cashflow AI LLC d/b/a OptionBots ("OptionBots," "we," "us"). These Promotion Terms supplement the OptionBots Terms of Service, Privacy Policy, and Risk Disclosure. If these Promotion Terms conflict with those documents, these Promotion Terms control for the Promotion only.

By participating in the Promotion, you agree to these Promotion Terms.

2. Monthly Qualification

You qualify for a given calendar month (a "Qualifying Month") only if all of the following are true for that month:

1. Approved tastytrade account. You hold a brokerage account that tastytrade has approved and that remains in good standing. Account approval is solely at tastytrade's discretion.
2. Monthly plan. You are enrolled in the Promotion on a monthly OptionBots plan. Annual plans are not eligible.
3. Active Integration. Your tastytrade account is connected to OptionBots through a valid trading authorization that has not been disconnected, revoked, or expired.
4. One live trade. At least one live (non-paper) trade is placed in your tastytrade account through OptionBots during that calendar month.
5. Ten-day rule. Your tastytrade account stays connected to OptionBots for at least ten (10) calendar days of that month, and on at least ten (10) of those connected days your Combined Account Value (defined below) is above $0 at end of day. The days do not need to be consecutive.
6. Balance threshold. While connected to OptionBots, your Combined Account Value reaches the applicable threshold in Section 3 at any point during that month.

Because of the ten-day rule, an account first connected during the last nine (9) days of a month will not count toward that month, but may qualify in following months.

3. Tiers and Balance Rules

• "Combined Account Value" means the total net liquidating value of all tastytrade accounts owned by the same customer, as reported to OptionBots while connected.
• Tier is locked once reached. Once your Combined Account Value reaches a threshold during a month, that tier applies for the month even if your balance later falls below it.
• Reversed funds don't count. Deposits that are returned, bounced, reversed, or charged back are excluded, even if they temporarily raised your balance.
• Plan follows balance. If you're on Scale but only reach the Pro threshold in a month, your account is moved to Pro for the following month, and Pro's bot and contract limits apply. You return to Scale in any month your Combined Account Value reaches $15,000.
• Our records control. Qualification, Combined Account Value, connection days, and tier are determined by OptionBots' records and data received from tastytrade. Our determination is final.

4. How the Promotion Works

• No charge, no card. No payment method is required to enroll, and you will not be charged for any month while enrolled in the Promotion.
• Sign-up window and monthly deadline. New accounts have seven (7) days from sign-up to connect tastytrade and turn on a live bot. After that, you have until the last day of each month to meet the criteria in Sections 2 and 3 for that month.
• If a month doesn't qualify, or you don't have a live bot running by the end of your 7-day sign-up window, your account is restricted: bots stop opening new trades, and platform features such as backtesting are disabled. Features are restored once you meet the criteria again, for example by restoring your balance and turning a live bot back on. You may also start a paid subscription at any time.
• Your bots and open positions. When your account is restricted, the Promotion ends, or your plan is downgraded, affected bots stop opening new trades but continue managing open positions under their existing exit rules, such as take profit and stop loss. Managed exits require your tastytrade connection to stay active. You remain solely responsible for your open positions and can manage them directly in your tastytrade account at any time.
• Monthly plans only. Annual plans are not eligible.
• No cash value. The Promotion cannot be exchanged for cash, transferred, or combined with other OptionBots offers unless we say otherwise.

5. Duration, Changes, and Termination

• Changes and notice. OptionBots may modify, suspend, or end the Promotion, including the thresholds, tiers, and benefit, at any time. We will provide at least thirty (30) days' advance notice before ending the Promotion, including if our arrangement with tastytrade changes or ends.
• No grandfathering. Participation in any prior month does not entitle you to the Promotion in any future month, subject to the notice requirement above. Changes apply to the next calendar month after they are posted.
• Paid subscriptions require consent. You may choose to start a paid subscription to continue using OptionBots outside the Promotion. We will not charge you without your separate consent.
• Prior months. No charges apply retroactively to months you already used under the Promotion.

6. Abuse and Forfeiture

OptionBots may end your Promotion access and remove you from the Promotion if we believe you have manipulated or attempted to manipulate qualification. This includes temporary or round-trip deposits made only to hit a threshold, trades placed only to satisfy the one-trade rule with no genuine trading purpose, multiple OptionBots accounts or identities, chargebacks, or any breach of the Terms of Service. One Promotion enrollment per customer.

7. Information Sharing

To run the Promotion, OptionBots will access your tastytrade connection status, trade activity, and account values, and may share with tastytrade whether you participated and qualified each month. By participating, you consent to this. See the Privacy Policy for details.

8. Relationship with tastytrade

tastytrade, Inc. ("tastytrade") pays a marketing fee to Cashflow AI LLC ("OptionBots"), which allows OptionBots to offer its subscription at no cost to eligible customers.

tastytrade and OptionBots are separate and unaffiliated companies that are not responsible for each other's services, policies, and products.

tastytrade does not review, endorse, or guarantee the performance, accuracy, or suitability of any trading strategies, algorithms, or automated trading tools (including AI-based trading bots) offered by OptionBots. Use of such tools is at the customer's own risk, and tastytrade is not responsible or liable for any trades executed, or losses incurred, through OptionBots' software or services. Nothing in OptionBots' services and products should be construed as investment advice or a recommendation by tastytrade.

tastytrade receives standard commissions and transaction-based compensation on trades executed in your tastytrade account, including trades placed through OptionBots' software or services. Exchange, clearing, and regulatory fees also apply.

OptionBots does not recommend any particular broker. You should choose a broker based on your own needs. Opening a tastytrade account or trading more to qualify for the Promotion is your decision, and trading involves substantial risk of loss.

9. General

• The Promotion is void where prohibited. Availability of tastytrade accounts outside the U.S. is subject to tastytrade's own eligibility rules.
• You are responsible for any taxes associated with the Promotion.
• Questions: support@optionbots.com