Charles Schwab

Charles Schwab Accounts API

Linked brokerage accounts, balances, and positions

Documentation GitHub OpenAPI

Operations 3

GET /accounts/accountNumbers List linked account numbers #

GET /accounts List accounts with balances and positions #

GET /accounts/{accountNumber} Get account details #

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OpenAPI Specification

openapi: 3.2.0
info:
  title: Charles Schwab Trader Accounts API
  description: REST API for accessing Charles Schwab retail brokerage accounts. Applications can list linked accounts, retrieve balances and positions, place and cancel equity and option orders, and read order and transaction history. Authentication uses OAuth 2.0 with three-legged authorization code flow; access tokens expire after 30 minutes and refresh tokens after 7 days.
  version: '1.0'
  contact:
    name: Schwab Developer Support
    url: https://developer.schwab.com/contact-us
  termsOfService: https://developer.schwab.com/terms
servers:
- url: https://api.schwabapi.com/trader/v1
  description: Schwab Trader Production
security:
- oauth2: []
tags:
- name: Accounts
  description: Linked brokerage accounts, balances, and positions
paths:
  /accounts/accountNumbers:
    get:
      operationId: listAccountNumbers
      summary: List linked account numbers
      description: Returns the list of encrypted account identifiers linked to the authenticated user.
      tags:
      - Accounts
      responses:
        '200':
          description: List of linked accounts
          content:
            application/json:
              schema:
                type: array
                items:
                  type: object
                  properties:
                    accountNumber:
                      type: string
                    hashValue:
                      type: string
  /accounts:
    get:
      operationId: listAccounts
      summary: List accounts with balances and positions
      description: Returns brokerage accounts with optional positions and balances.
      tags:
      - Accounts
      parameters:
      - name: fields
        in: query
        schema:
          type: string
        description: Optional fields to include, e.g. positions.
      responses:
        '200':
          description: Account list
          content:
            application/json:
              schema:
                type: array
                items:
                  $ref: '#/components/schemas/Account'
  /accounts/{accountNumber}:
    get:
      operationId: getAccount
      summary: Get account details
      tags:
      - Accounts
      parameters:
      - name: accountNumber
        in: path
        required: true
        schema:
          type: string
      - name: fields
        in: query
        schema:
          type: string
      responses:
        '200':
          description: Account details
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Account'
components:
  schemas:
    Instrument:
      type: object
      properties:
        symbol:
          type: string
        cusip:
          type: string
        description:
          type: string
        assetType:
          type: string
          enum:
          - EQUITY
          - OPTION
          - INDEX
          - MUTUAL_FUND
          - FIXED_INCOME
          - CURRENCY
    Balances:
      type: object
      properties:
        cashBalance:
          type: number
        liquidationValue:
          type: number
        availableFunds:
          type: number
        buyingPower:
          type: number
    Position:
      type: object
      properties:
        instrument:
          $ref: '#/components/schemas/Instrument'
        longQuantity:
          type: number
        shortQuantity:
          type: number
        marketValue:
          type: number
        averagePrice:
          type: number
    Account:
      type: object
      properties:
        accountNumber:
          type: string
        type:
          type: string
        roundTrips:
          type: integer
        isDayTrader:
          type: boolean
        isClosingOnlyRestricted:
          type: boolean
        positions:
          type: array
          items:
            $ref: '#/components/schemas/Position'
        currentBalances:
          $ref: '#/components/schemas/Balances'
  securitySchemes:
    oauth2:
      type: oauth2
      flows:
        authorizationCode:
          authorizationUrl: https://api.schwabapi.com/v1/oauth/authorize
          tokenUrl: https://api.schwabapi.com/v1/oauth/token
          scopes:
            api: Access Schwab Trader and Market Data APIs
externalDocs:
  description: Schwab Trader API Documentation
  url: https://developer.schwab.com/products/trader-api--individual