AcuBooth
Client Onboarding
  1. 1 Contact & Brokerage
  2. 2 Authorize & Review

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.

Step 1 of 2

Account profile

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

Sign up with Google
or continue manually

Contact details

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

Use the name associated with your brokerage account.

We will use this for onboarding updates and account notices.

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

Brokerage details

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

Schwab accounts are fully supported today. Other brokerages are captured and we will follow up as support expands.

Helps us understand how people find us.

By continuing, you confirm you are beginning a self-directed onboarding flow for your own brokerage account.