Charles Schwab

Charles Schwab is a financial services company providing brokerage, banking, asset management, and financial advisory services to individual investors and independent investment advisors. The Schwab Developer Portal exposes Trader APIs that let registered applications access account balances, positions, and orders, place equity and option trades, and consume real-time and historical market data through OAuth 2.0-secured REST endpoints.

2 APIs 0 Features

AccountsBankingBrokerageFinancial ServicesInvestingMarket DataOAuth 2.0OrdersTradingFortune 500

APIs

Charles Schwab Trader API

The Schwab Trader API provides authenticated access to retail brokerage accounts. Applications can list linked accounts, retrieve balances and positions, fetch and cancel orders...

Charles Schwab Market Data API

The Schwab Market Data API exposes real-time and historical quotes, option chains, price history, market hours, instrument metadata, and daily movers for the major US indices, s...

Collections

Charles Schwab Market Data API

OPEN

Charles Schwab Trader API

OPEN

GraphQL

Charles Schwab GraphQL Schema

This conceptual GraphQL schema represents the Charles Schwab Trader API and Market Data API surface. Charles Schwab operates one of the largest retail brokerage platforms in the...

GRAPHQL

Pricing Plans

Charles Schwab Plans Pricing

2 plans

PLANS

Rate Limits

Charles Schwab Rate Limits

3 limits

RATE LIMITS

FinOps

Charles Schwab Finops

FINOPS

Semantic Vocabularies

Charles Schwab Context

0 classes · 5 properties

JSON-LD

Press

Charles Schwab Launches AI-Powered Capability That Helps ...

2026-05-25

Charles Schwab credits increased AI use with cost savings

2026-05-25

Charles Schwab

2026-05-25

Charles Schwab Corp. is planning to use artificial ...

2026-05-25

What to Know About Artificial Intelligence (AI)

2026-05-25

Resources

Sources

opencollection: 1.0.0
info:
  name: Charles Schwab Trader API
  version: '1.0'
request:
  auth:
    type: oauth2
    flow: authorization_code
    authorizationUrl: https://api.schwabapi.com/v1/oauth/authorize
    accessTokenUrl: https://api.schwabapi.com/v1/oauth/token
    credentials:
      clientId: '{{clientId}}'
      clientSecret: '{{clientSecret}}'
items:
- info:
    name: Accounts
    type: folder
  items:
  - info:
      name: List linked account numbers
      type: http
    http:
      method: GET
      url: https://api.schwabapi.com/trader/v1/accounts/accountNumbers
    docs: Returns the list of encrypted account identifiers linked to the authenticated user.
  - info:
      name: List accounts with balances and positions
      type: http
    http:
      method: GET
      url: https://api.schwabapi.com/trader/v1/accounts
      params:
      - name: fields
        value: ''
        type: query
        description: Optional fields to include, e.g. positions.
    docs: Returns brokerage accounts with optional positions and balances.
  - info:
      name: Get account details
      type: http
    http:
      method: GET
      url: https://api.schwabapi.com/trader/v1/accounts/:accountNumber
      params:
      - name: accountNumber
        value: ''
        type: path
      - name: fields
        value: ''
        type: query
    docs: Get account details
- info:
    name: Orders
    type: folder
  items:
  - info:
      name: List orders for an account
      type: http
    http:
      method: GET
      url: https://api.schwabapi.com/trader/v1/accounts/:accountNumber/orders
      params:
      - name: accountNumber
        value: ''
        type: path
      - name: fromEnteredTime
        value: ''
        type: query
      - name: toEnteredTime
        value: ''
        type: query
      - name: status
        value: ''
        type: query
    docs: List orders for an account
  - info:
      name: Place a new order
      type: http
    http:
      method: POST
      url: https://api.schwabapi.com/trader/v1/accounts/:accountNumber/orders
      params:
      - name: accountNumber
        value: ''
        type: path
      body:
        type: json
        data: '{}'
    docs: Place a new order
  - info:
      name: Get a specific order
      type: http
    http:
      method: GET
      url: https://api.schwabapi.com/trader/v1/accounts/:accountNumber/orders/:orderId
      params:
      - name: accountNumber
        value: ''
        type: path
      - name: orderId
        value: ''
        type: path
    docs: Get a specific order
  - info:
      name: Cancel an order
      type: http
    http:
      method: DELETE
      url: https://api.schwabapi.com/trader/v1/accounts/:accountNumber/orders/:orderId
      params:
      - name: accountNumber
        value: ''
        type: path
      - name: orderId
        value: ''
        type: path
    docs: Cancel an order
- info:
    name: Transactions
    type: folder
  items:
  - info:
      name: List account transactions
      type: http
    http:
      method: GET
      url: https://api.schwabapi.com/trader/v1/accounts/:accountNumber/transactions
      params:
      - name: accountNumber
        value: ''
        type: path
      - name: startDate
        value: ''
        type: query
      - name: endDate
        value: ''
        type: query
      - name: types
        value: ''
        type: query
    docs: List account transactions
- info:
    name: User Preferences
    type: folder
  items:
  - info:
      name: Get the authenticated user preferences
      type: http
    http:
      method: GET
      url: https://api.schwabapi.com/trader/v1/userPreference
    docs: Get the authenticated user preferences
bundled: true