Data Providers

Schwab / Charles Schwab

Schwab Trader API - Individual integration for authorized account, market data, positions, and order-history workflows.

Quick Facts

Best for
Broker-linked chart workflows with Schwab account data access
Credential model
OAuth 2.0 authorization code flow
API product
Trader API - Individual
  • Connect your Schwab account using OAuth 2.0 from Data Providers.
  • Uses official Schwab Developer endpoints at https://developer.schwab.com/.
  • Stores OAuth tokens in encrypted server-side vault storage and keeps secrets out of client app state.

Next Steps

  • View Pricing

    Compare plans and start checkout for provider-linked exports.

  • Downloads

    Install connector packages for IBKR-oriented workflows.

  • Contact Sales

    Get setup and plan guidance before checkout.