Charles Schwab website screenshot

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.

Charles Schwab publishes 10 APIs on the APIs.io network, including Accounts API, Instruments API, Market Hours API, and 7 more. Tagged areas include Accounts, Banking, Brokerage, Financial Services, and Investing.

The Charles Schwab catalog on APIs.io includes 1 JSON-LD context and 1 Spectral governance ruleset.

Charles Schwab’s developer surface includes authentication, documentation, signup flow, support, and 16 more developer resources.

🌐 Visit website 📡 Source on GitHub
52.4/100 developing ▼ -6.4 Agent 31/100 agent aware Full breakdown ↓
scored 2026-07-28 · rubric v0.6
AccessFreemiumSelf serve⚡ Free to try
10 APIs
AccountsBankingBrokerageFinancial ServicesInvestingMarket DataOAuth 2.0OrdersTradingFortune 500

Kin Score

Kin Score Kin Score How this is scored →
scored 2026-07-28 · rubric v0.6
Composite quality — 52.4/100 · developing
Contract Quality 15.9 / 25
Developer Ergonomics 6.5 / 20
Commercial Clarity 10.0 / 20
Operational Transparency 4.1 / 13
Governance 7.0 / 12
Discoverability 7.4 / 10
Agent readiness — 31/100 · agent aware
Machine-Readable Contract 18 / 18
Agentic Access Contract 10 / 10
MCP Server 0 / 12
Machine-Readable Auth 10 / 10
Idempotency 0 / 9
Stable Error Semantics 0 / 8
Request/Response Examples 0 / 7
Rate-Limit Signaling 7 / 7
Typed Event Surface 0 / 6
Agent Skills 0 / 5
Well-Known Catalog 0 / 4
Consent & Bot Identity 0 / 3
A2A Agent Card 0 / 8
Dry-Run / Simulate Mode 0 / 4
Improve this rating by publishing the missing artifacts — every area above can be raised, and the full rubric is at apis.io/rating/. This rating is computed from github.com/api-evangelist/charles-schwab: open an issue to ask a question, or submit a pull request to add artifacts. Want it done for you? Prioritized profiling — $2,500 →

APIs 10

Individual APIs this provider publishes, each with its own machine-readable definition.

Charles Schwab Accounts API

Linked brokerage accounts, balances, and positions

Charles Schwab Instruments API

Instrument metadata search

Charles Schwab Market Hours API

Market hours by product

Charles Schwab Movers API

Top movers within indexes

Charles Schwab Options API

Option chain and expiration data

Charles Schwab Orders API

Place, retrieve, and cancel orders

Charles Schwab Price History API

Historical price candles

Charles Schwab Quotes API

Real-time and delayed quote data

Charles Schwab Transactions API

Account transaction history

Charles Schwab User Preferences API

User account preferences and metadata

Scroll for all 10

Open Collections 2

Open, tool-agnostic API collections (OpenAPI-derived and Bruno).

Charles Schwab Market Data API

OPEN COLLECTION

Charles Schwab Trader API

OPEN COLLECTION

GraphQL 1

GraphQL schemas published by this provider.

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 1

Published pricing tiers and plan structures.

Charles Schwab Plans Pricing

2 plans

PLANS

Rate Limits 1

Documented rate limits and quota policies.

Charles Schwab Rate Limits

3 limits

RATE LIMITS

FinOps 1

Cost, billing, and metering signals for API financial operations.

Charles Schwab Finops

FINOPS

Semantic Vocabularies 1

JSON-LD contexts and semantic vocabularies used across these APIs.

Charles Schwab Context

0 classes · 5 properties

JSON-LD

Spectral Rules 1

Spectral governance rulesets for linting and validating these APIs.

Charles Schwab API Rules

5 rules · 3 warnings 2 info

SPECTRAL

JSON Schema 3

Standalone JSON Schema definitions for this provider's data models.

Schwab Account

7 properties

JSON SCHEMA

Schwab Order

12 properties

JSON SCHEMA

Schwab Quote

11 properties

JSON SCHEMA

Security Posture 3

Authentication, domain security, vulnerability disclosure, and trust-center signals.

Charles Schwab Authentication

oauth2 · 1 scheme

SECURITY

Charles Schwab Domain Security

TLSv1.3 · HSTS · DMARC

SECURITY

Charles Schwab Vulnerability Disclosure

security.txt · contact published

SECURITY

Scopes 1

OAuth scopes governing access to this provider's APIs.

Charles Schwab Scopes

1 scope · authorizationCode

1 scopes

SCOPES

Agentic Access 1

Recommended x-agentic-access execution contracts for AI agents.

Charles Schwab Agentic Access

18 operations · 2 acting

18 operations · 2 acting

AGENTIC

Press 5

Recent news and press coverage referencing this provider.

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

Get Started 2

Portal, sign-up, and the first successful call

DeveloperPortal
DeveloperPortal
 Signup
Signup

Documentation 4

Reference material describing how the API behaves

Documentation
Documentation
 JSONSchema
JSONSchema
 JSONSchema
JSONSchema
 JSONSchema
JSONSchema

Agent Surfaces 2

MCP servers, agent skills, and machine-readable catalogs

AgenticAccess
AgenticAccess
 LlmsText
LlmsText

Design & Contract 1

Pagination, idempotency, versioning, errors, and events

JSONLD
JSONLD

Access & Security 5

Authentication, authorization, and security posture

VulnerabilityDisclosure
VulnerabilityDisclosure
 DomainSecurity
DomainSecurity
 Authentication
Authentication
 OAuthScopes
OAuthScopes
 Authentication
Authentication

Operate 1

Status, limits, changes, and where to get help

Support
Support

Commercial 2

Pricing, plans, and the legal terms of use

TermsOfService
TermsOfService
 PrivacyPolicy
PrivacyPolicy

Company 2

The organization behind the API

LinkedIn
LinkedIn
 Website
Website

Other 1

Properties that don't map to a standard resource type

Dashboard
Dashboard

Source (apis.yml)

apis.yml Raw ↑ 
aid: charles-schwab
name: Charles Schwab
description: 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.
accessModel:
  pricing: freemium
  onboarding: self-serve
  trial: false
  try_now: true
  public: false
  label: Freemium · Self-serve signup
  confidence: high
  source:
  - plans
  - authentication
  generated: '2026-07-22'
  method: derived
image: https://kinlane-images.s3.amazonaws.com/shared/apis-json/icons/charles-schwab.png
url: https://raw.githubusercontent.com/api-evangelist/charles-schwab/refs/heads/main/apis.yml
type: Index
access: 3rd-Party
position: Consumer
tags:
- Accounts
- Banking
- Brokerage
- Financial Services
- Investing
- Market Data
- OAuth 2.0
- Orders
- Trading
- Fortune 500
created: '2026-03-21'
modified: '2026-05-19'
specificationVersion: '0.20'
apis:
- aid: charles-schwab:charles-schwab-accounts-api
  name: Charles Schwab Accounts API
  description: Linked brokerage accounts, balances, and positions
  humanURL: https://developer.schwab.com/products/trader-api--individual
  baseURL: https://api.schwabapi.com/trader/v1
  tags:
  - Accounts
  properties:
  - type: OpenAPI
    url: openapi/charles-schwab-accounts-api-openapi.yml
  - type: Documentation
    url: https://developer.schwab.com/products/trader-api--individual
  - type: GettingStarted
    url: https://developer.schwab.com/user-guides/get-started
  - type: Authentication
    url: https://developer.schwab.com/user-guides/get-started/authenticate-with-oauth
  - type: Spectral
    url: spectral/charles-schwab-spectral.yml
  - type: GraphQL
    url: graphql/charles-schwab-graphql.md
- aid: charles-schwab:charles-schwab-instruments-api
  name: Charles Schwab Instruments API
  description: Instrument metadata search
  humanURL: https://developer.schwab.com/products/trader-api--individual
  baseURL: https://api.schwabapi.com/trader/v1
  tags:
  - Instruments
  properties:
  - type: OpenAPI
    url: openapi/charles-schwab-instruments-api-openapi.yml
  - type: Documentation
    url: https://developer.schwab.com/products/trader-api--individual
  - type: GettingStarted
    url: https://developer.schwab.com/user-guides/get-started
  - type: Authentication
    url: https://developer.schwab.com/user-guides/get-started/authenticate-with-oauth
  - type: Spectral
    url: spectral/charles-schwab-spectral.yml
  - type: GraphQL
    url: graphql/charles-schwab-graphql.md
- aid: charles-schwab:charles-schwab-market-hours-api
  name: Charles Schwab Market Hours API
  description: Market hours by product
  humanURL: https://developer.schwab.com/products/trader-api--individual
  baseURL: https://api.schwabapi.com/trader/v1
  tags:
  - Market Hours
  properties:
  - type: OpenAPI
    url: openapi/charles-schwab-market-hours-api-openapi.yml
  - type: Documentation
    url: https://developer.schwab.com/products/trader-api--individual
  - type: GettingStarted
    url: https://developer.schwab.com/user-guides/get-started
  - type: Authentication
    url: https://developer.schwab.com/user-guides/get-started/authenticate-with-oauth
  - type: Spectral
    url: spectral/charles-schwab-spectral.yml
  - type: GraphQL
    url: graphql/charles-schwab-graphql.md
- aid: charles-schwab:charles-schwab-movers-api
  name: Charles Schwab Movers API
  description: Top movers within indexes
  humanURL: https://developer.schwab.com/products/trader-api--individual
  baseURL: https://api.schwabapi.com/trader/v1
  tags:
  - Movers
  properties:
  - type: OpenAPI
    url: openapi/charles-schwab-movers-api-openapi.yml
  - type: Documentation
    url: https://developer.schwab.com/products/trader-api--individual
  - type: GettingStarted
    url: https://developer.schwab.com/user-guides/get-started
  - type: Authentication
    url: https://developer.schwab.com/user-guides/get-started/authenticate-with-oauth
  - type: Spectral
    url: spectral/charles-schwab-spectral.yml
  - type: GraphQL
    url: graphql/charles-schwab-graphql.md
- aid: charles-schwab:charles-schwab-options-api
  name: Charles Schwab Options API
  description: Option chain and expiration data
  humanURL: https://developer.schwab.com/products/trader-api--individual
  baseURL: https://api.schwabapi.com/trader/v1
  tags:
  - Options
  properties:
  - type: OpenAPI
    url: openapi/charles-schwab-options-api-openapi.yml
  - type: Documentation
    url: https://developer.schwab.com/products/trader-api--individual
  - type: GettingStarted
    url: https://developer.schwab.com/user-guides/get-started
  - type: Authentication
    url: https://developer.schwab.com/user-guides/get-started/authenticate-with-oauth
  - type: Spectral
    url: spectral/charles-schwab-spectral.yml
  - type: GraphQL
    url: graphql/charles-schwab-graphql.md
- aid: charles-schwab:charles-schwab-orders-api
  name: Charles Schwab Orders API
  description: Place, retrieve, and cancel orders
  humanURL: https://developer.schwab.com/products/trader-api--individual
  baseURL: https://api.schwabapi.com/trader/v1
  tags:
  - Orders
  properties:
  - type: OpenAPI
    url: openapi/charles-schwab-orders-api-openapi.yml
  - type: Documentation
    url: https://developer.schwab.com/products/trader-api--individual
  - type: GettingStarted
    url: https://developer.schwab.com/user-guides/get-started
  - type: Authentication
    url: https://developer.schwab.com/user-guides/get-started/authenticate-with-oauth
  - type: Spectral
    url: spectral/charles-schwab-spectral.yml
  - type: GraphQL
    url: graphql/charles-schwab-graphql.md
- aid: charles-schwab:charles-schwab-price-history-api
  name: Charles Schwab Price History API
  description: Historical price candles
  humanURL: https://developer.schwab.com/products/trader-api--individual
  baseURL: https://api.schwabapi.com/trader/v1
  tags:
  - Price History
  properties:
  - type: OpenAPI
    url: openapi/charles-schwab-price-history-api-openapi.yml
  - type: Documentation
    url: https://developer.schwab.com/products/trader-api--individual
  - type: GettingStarted
    url: https://developer.schwab.com/user-guides/get-started
  - type: Authentication
    url: https://developer.schwab.com/user-guides/get-started/authenticate-with-oauth
  - type: Spectral
    url: spectral/charles-schwab-spectral.yml
  - type: GraphQL
    url: graphql/charles-schwab-graphql.md
- aid: charles-schwab:charles-schwab-quotes-api
  name: Charles Schwab Quotes API
  description: Real-time and delayed quote data
  humanURL: https://developer.schwab.com/products/trader-api--individual
  baseURL: https://api.schwabapi.com/trader/v1
  tags:
  - Quotes
  properties:
  - type: OpenAPI
    url: openapi/charles-schwab-quotes-api-openapi.yml
  - type: Documentation
    url: https://developer.schwab.com/products/trader-api--individual
  - type: GettingStarted
    url: https://developer.schwab.com/user-guides/get-started
  - type: Authentication
    url: https://developer.schwab.com/user-guides/get-started/authenticate-with-oauth
  - type: Spectral
    url: spectral/charles-schwab-spectral.yml
  - type: GraphQL
    url: graphql/charles-schwab-graphql.md
- aid: charles-schwab:charles-schwab-transactions-api
  name: Charles Schwab Transactions API
  description: Account transaction history
  humanURL: https://developer.schwab.com/products/trader-api--individual
  baseURL: https://api.schwabapi.com/trader/v1
  tags:
  - Transactions
  properties:
  - type: OpenAPI
    url: openapi/charles-schwab-transactions-api-openapi.yml
  - type: Documentation
    url: https://developer.schwab.com/products/trader-api--individual
  - type: GettingStarted
    url: https://developer.schwab.com/user-guides/get-started
  - type: Authentication
    url: https://developer.schwab.com/user-guides/get-started/authenticate-with-oauth
  - type: Spectral
    url: spectral/charles-schwab-spectral.yml
  - type: GraphQL
    url: graphql/charles-schwab-graphql.md
- aid: charles-schwab:charles-schwab-user-preferences-api
  name: Charles Schwab User Preferences API
  description: User account preferences and metadata
  humanURL: https://developer.schwab.com/products/trader-api--individual
  baseURL: https://api.schwabapi.com/trader/v1
  tags:
  - User Preferences
  properties:
  - type: OpenAPI
    url: openapi/charles-schwab-user-preferences-api-openapi.yml
  - type: Documentation
    url: https://developer.schwab.com/products/trader-api--individual
  - type: GettingStarted
    url: https://developer.schwab.com/user-guides/get-started
  - type: Authentication
    url: https://developer.schwab.com/user-guides/get-started/authenticate-with-oauth
  - type: Spectral
    url: spectral/charles-schwab-spectral.yml
  - type: GraphQL
    url: graphql/charles-schwab-graphql.md
common:
- type: AgenticAccess
  url: agentic-access/charles-schwab-agentic-access.yml
- type: VulnerabilityDisclosure
  url: security/charles-schwab-vulnerability-disclosure.yml
- type: DomainSecurity
  url: security/charles-schwab-domain-security.yml
- type: Authentication
  url: authentication/charles-schwab-authentication.yml
- type: OAuthScopes
  url: scopes/charles-schwab-scopes.yml
- type: LinkedIn
  url: https://www.linkedin.com/company/charles-schwab
- type: Website
  url: https://www.schwab.com
- type: DeveloperPortal
  url: https://developer.schwab.com/
- type: Documentation
  url: https://developer.schwab.com/user-guides
- type: Authentication
  url: https://developer.schwab.com/user-guides/get-started/authenticate-with-oauth
- type: Signup
  url: https://developer.schwab.com/register
- type: Dashboard
  url: https://developer.schwab.com/dashboard
- type: Support
  url: https://developer.schwab.com/contact-us
- type: TermsOfService
  url: https://developer.schwab.com/terms
- type: PrivacyPolicy
  url: https://www.schwab.com/legal/online-privacy
- type: JSONLD
  url: json-ld/charles-schwab-context.jsonld
- type: JSONSchema
  url: json-schema/charles-schwab-account-schema.json
- type: JSONSchema
  url: json-schema/charles-schwab-order-schema.json
- type: JSONSchema
  url: json-schema/charles-schwab-quote-schema.json
- type: LlmsText
  url: https://developer.schwab.com/llms.txt
maintainers:
- FN: Kin Lane
  email: kin@apievangelist.com