New User Setup Steps
1) Contact Schwab to request that your account has Thinkorswim enabled to allow for trades to be placed via API. Schwab also refers to this internally as the GREEN platform.

2) Ensure that your account has the appropriate level of options trading approval from Schwab that is desired for the type of instruments you desire for Toll Booth to trade.

3) Confirm that your Schwab account shows a positive Buying Power amount BEFORE logging in via Toll Booth.

4) Provide your email address and mobile phone number to receive Daily Summary reports by email and SMS notifications when the Schwab authorization is expiring.

    Email Address:
    Mobile Number:

5) Click the button below to Proceed to Schwab authorization.

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