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 Account, 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

42.9/100 developing ▬ flat Agent 29/100 agent aware saas Full breakdown ↓
scored 2026-08-21 · rubric v0.12.0

AccessFreemiumSelf serve⚡ Free to try

10 APIs

Account Banking Brokerage Financial-Services Investing Market Data Authentication Order Trading Fortune 500

Kin Score

Kin Score How this is scored →
scored 2026-08-21 · rubric v0.12.0

Composite quality — 42.9/100 · developing

Contract Quality 12.9 / 21

Developer Ergonomics 6.1 / 17

Access Clarity 6.3 / 17

Operational Transparency 0.9 / 11

Contract Governance 1.0 / 10

Discoverability 6.3 / 9

Regulatory Posture 8.4 / 15

Agent readiness — 29/100 · agent aware

Machine-Readable Contract 18 / 18

Agentic Access Contract 10 / 10

Documented Reversibility 0 / 6

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

Regulatory Posture applies to this provider. Its tags matched the Banking & Open Finance regime, so Regulatory Posture carries 15 points of the composite. If this regime is wrong for your business, say so on your provider repo — the applicability map is public and we will correct it.

The six quality facets above are damped to 85 points between them, because the conditional facet above carries the other 15. That is why each facet's contribution is shown against a damped maximum: raising a quality facet moves the composite by 85% of its nominal weight, not 100%. The full arithmetic is at apis.io/rating/.

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.

Open Collections 13

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

GraphQL 1

GraphQL schemas published by this provider.

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.

JSON Schema 3

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

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

AGENTIC

Press 5

Recent news and press coverage referencing this provider.

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

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

Authentication

OAuthScopes

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

Website

Website

Other 1

Properties that don't map to a standard resource type

Dashboard

Dashboard

Source (apis.yml)

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.
deliveryModel:
  model: saas
  open_source: false
  commercial: true
  callable_host: true
  label: Hosted service · you call their endpoint
  confidence: high
  source:
  - openapi
  - pricing
  generated: '2026-08-11'
  method: derived
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:
- Account
- Banking
- Brokerage
- Financial-Services
- Investing
- Market Data
- Authentication
- Order
- Trading
- Fortune 500
tags_raw:
- Accounts
- Banking
- Brokerage
- Financial Services
- Investing
- Market Data
- OAuth 2.0
- Orders
- Trading
- Fortune 500
created: '2026-03-21'
modified: '2026-05-19'
specificationVersion: '0.23'
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:
  - Account
  tags_raw:
  - 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:
  - Order
  tags_raw:
  - 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:
  - Transaction
  tags_raw:
  - 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

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Charles Schwab

APIs 10

Open Collections 13

GraphQL 1

Pricing Plans 1

Rate Limits 1

FinOps 1

Semantic Vocabularies 1

Spectral Rules 1

JSON Schema 3

Security Posture 3

Scopes 1

Agentic Access 1

Press 5

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

Charles Schwab credits increased AI use with cost savings

Charles Schwab

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

What to Know About Artificial Intelligence (AI)

Get Started 2

Documentation 4

Agent Surfaces 2

Design & Contract 1

Access & Security 5

Operate 1

Commercial 2

Company 2

Other 1

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