New User Setup Steps
- Contact Schwab to request Thinkorswim (GREEN platform) be enabled on your account to allow trades via API.
- Ensure your Schwab account has margin enabled and covered options trading approval (both retirement and non‑retirement accounts).
- Confirm your Schwab account shows a positive Buying Power amount before logging in via Toll Booth.
- Log in to Toll Booth using your Schwab account and follow the on‑screen instructions to set your preferences.