The Legacy Protection feature in Options Auto Trader allows you to plan ahead by designating trusted individuals who can access or manage your OAT account if you pass away or become incapacitated.
This feature is especially helpful if you want to pass your automated trading bots and strategies to your spouse, children, or family members, or if you want to make sure the executor of your estate can easily cancel the subscription or broker connection.
Important:
This feature does not replace the beneficiary or designated account holder on your brokerage account. You should still make sure your brokerage account has proper beneficiaries set. Legacy Protection simply helps our support team transition your Options Auto Trader account to the rightful person more easily.
To begin creating your legacy plan:
Log into your Options Auto Trader account.
Go to the Resources page (Help Center).
Locate the Legacy Protection card.
Click Legacy Protection.
You can also access it directly by visiting:
/legacy-protection
First, you will verify your identity as the account holder.
You will need to provide the following information:
Full Legal Name
Options Auto Trader Email Address (pre-filled)
Date of Birth
Phone Number on Account
Physical Address
Government ID Type
Driver's License
Passport
Other
ID Number (Last 4 Digits Only)
All fields are required to confirm your identity.
Next, you will designate the people who can request access to your account if something happens to you.
You must add at least one contact, and you can add up to three.
For each contact you will provide:
Full Name
Relationship to You (Spouse, Child, Sibling, etc.)
Email Address
Phone Number
Physical Address
The form begins with one contact. You can click Add Another Contact to add up to two additional contacts if needed.
You will then select what actions your designated contacts are allowed to perform once their request is verified.
You must select at least one of the following permissions:
Access the Options Auto Trader dashboard
Transfer ownership of the account
Receive documentation about the account configuration
Continue the subscription
Cancel the subscription
This allows you to control exactly what level of access your family or executor will have.
This step explains what your designated contact will need to provide when requesting access.
Your designated contact must submit:
Government issued photo identification
Proof of authority or relationship, such as:
Death certificate
Executor documentation
Estate documentation
Legal authorization
Verification of the contact information listed in your authorization document
Note:
Options Auto Trader reserves the right to request additional documentation if there are any fraud or identity concerns.
No input is required during this step. It is informational only.
You can optionally include a personal message or instructions for your family or designated contacts.
Examples might include:
Instructions about your trading strategies
Which bots you want them to continue running
Guidance on when to close trades
General instructions for managing the account
This field is optional and can be left blank.
Before submitting your legacy plan, you must review and agree to the following terms:
Options Auto Trader does not manage brokerage accounts or hold client funds.
This authorization applies only to your Options Auto Trader software account and its configuration settings.
Options Auto Trader is not responsible for disputes between heirs, beneficiaries, executors, or other parties regarding account ownership.
You agree to designate the listed individuals as beneficiaries or authorized users on your brokerage account, so they also have access to the brokerage account itself.
You must check the box confirming:
“I have read and agree to the above conditions.”
If your account uses a password, you will also need to enter your password to confirm the authorization.
(Users who signed up with Google or Apple login will not need to enter a password.)
Once everything is complete:
Click Submit Authorization.
Your Legacy Protection plan will be securely saved in your account.
After submitting your authorization, you will see a confirmation screen with two options.
Click Download Document to open a printable version of your Legacy Protection plan.
This document includes:
All the information you entered
Your designated contacts
Authorized actions
Instructions for how your contact should request access
Your designated contact will need to email:
With the subject line:
Legacy Protection Request
We recommend printing this document or saving it as a PDF and keeping it with your will, estate plan, or important financial records.
