New User Setup Steps
- Contact Schwab to enable Thinkorswim (GREEN platform) to allow trades via API.
- Ensure your Schwab account has the appropriate level of options approval for the instruments you want Toll Booth to trade.
- Confirm your Schwab account shows positive Buying Power before logging in via Toll Booth.
- Provide your email and mobile to receive Daily Summary reports and expiring-authorization notifications.