Set up secure account access

Provide your contact and brokerage details to guide you into the correct authorization flow.

If you need help during onboarding, email support@tbt.ai.

About Pricing Setup Checklist

Step 1 of 2

Account profile

We use this information to personalize onboarding and determine the correct broker authorization path.

These details allow our team to contact you for sending activity reports and authorization reminder notifications.

Full name

Use the name associated with your brokerage account.

Email address

We will use this for onboarding updates and account notices.

Mobile number

Mobile phone number to receive SMS messaage reminders when broker authorization refresh is needed.

Your selection determines whether the next step sends you to supported authorization or follow-up messaging.

Brokerage

If Other, what is your brokerage name?

This helps us prioritize brokerage support requests.

How did you hear about Toll Booth?

Optional context for our team as we improve onboarding and product discovery.