Charles Schwab Accounts API

openapi: 3.1.0
info:
  title: Charles Schwab Market Data Accounts API
  description: REST API for retrieving real-time and historical market data from Charles Schwab including quotes, option chains, price history, market hours, instrument metadata, and movers for major US indices.
  version: '1.0'
  contact:
    name: Schwab Developer Support
    url: https://developer.schwab.com/contact-us
servers:
- url: https://api.schwabapi.com/marketdata/v1
  description: Schwab Market Data 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:
    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'
    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
  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 Market Data API Documentation
  url: https://developer.schwab.com/products/trader-api--individual