Toll Booth Trading
Onboarding

Get Started — Step 1

Provide contact details and verify Schwab readiness before authorizing access.

If you need assistance at any point, email support@tbt.ai.

About Pricing Setup Checklist

New User Setup Steps

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