# Charles Schwab

**Canonical:** https://apis.io/providers/charles-schwab/  
**Website:** https://www.schwab.com  
**APIs profiled:** 10

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.

## Kin Score — 42.9 / 100 (developing)

Scored 2026-08-20 under rubric 0.12.0. Trend: flat (+0.0 from 42.9).

| Facet | Score |
|---|---|
| Discoverability | 74.1 |
| Contract Quality | 60.5 |
| Governance | 9.8 |
| Contract Governance | 9.8 |
| Operational Transparency | 7.9 |
| Developer Ergonomics | 35.7 |
| Commercial Clarity | 36.8 |
| Access Clarity | 36.8 |

Regulatory layer — **Banking & Open Finance**: 55.7 (matched via tags).

## Agent readiness — 29.1 (agent-aware)

| Dimension | Value |
|---|---|
| Spec Presence | yes |
| Agentic Access | derived |
| Reversibility Documented | no |
| MCP Server | no |
| Auth Clarity | yes |
| Idempotency | no |
| Error Semantics | no |
| OpenAPI Examples | no |
| Rate Limit Signal | documented |
| Event Surface Described | no |
| Agent Skills | no |
| Well Known Catalog | no |
| Consent Identity | no |
| Agent Card | no |
| Dry Run Mode | no |

## Access

Freemium · Self-serve signup — onboarding: self-serve, pricing: freemium, trial: no (confidence: high).

## APIs (10)

- **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

## Agentic access (1)

- **Charles Schwab Agentic Access** — 18 operations · 2 acting

## Security (3)

- **Charles Schwab Authentication** — oauth2 · 1 scheme
- **Charles Schwab Domain Security** — TLSv1.3 · HSTS · DMARC
- **Charles Schwab Vulnerability Disclosure** — security.txt · contact published

## Plans (1)

- **Charles Schwab Plans Pricing**

## Tags

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

---

Profiled by [API Evangelist](https://apievangelist.com) and published on [APIs.io](https://apis.io/providers/charles-schwab/). Scores are computed from the provider's own public artifacts under a published rubric.