Charles Schwab
Coming SoonUS Brokers
connectorType: "charles_schwab"Full-service brokerage and wealth management
Connection Architecture
Charles Schwab
WebSocket / REST→
Connector
libs/exchange-charles-schwab→
Provider
:8081/api→
Detector
Advisor
Studio
The connector receives data from the exchange and feeds it to Provider (port 8081). From there — to Detector, Advisor, and Studio.
Technologies
Transport
REST
Authentication
OAuth 2.0Data Format
JSONFeatures
OAuth 2.030-min Token Refresh
Best for
- Ideal for long-term systematic investors and active traders with existing Schwab or legacy TD Ameritrade accounts.
- Supports equity momentum and factor-based rotation strategies, covered call programs, and ETF rebalancing automation.
- Access to Schwab's broad fixed-income inventory enables bond ladder automation and yield-curve strategies.
- The scale and regulatory standing of Schwab makes this connector suitable for larger automated portfolios that require institutional-grade reliability.
Connect via code
1Environment variables (.env)
SCHWAB_APP_KEY=your_app_key_here SCHWAB_APP_SECRET=your_app_secret_here
2Connector configuration
// config/config.provider.json
{
"provider": {
"connectors": [
{
"connectorType": "charles_schwab",
"enabled": true,
"markets": [
{ "marketType": "spot", "symbols": [{ "name": "BTCUSDT" }] }
],
"subscriptions": [
{ "type": "PROVIDER_MARKETDATA_CANDLE", "symbols": ["BTCUSDT"], "intervals": ["min1", "h1"], "active": true },
{ "type": "PROVIDER_MARKETDATA_TRADE", "symbols": ["BTCUSDT"], "active": true },
{ "type": "PROVIDER_MARKETDATA_ORDERBOOK", "symbols": ["BTCUSDT"], "active": true }
]
}
]
}
}3Verify and query data
# Verify connection curl -H "Authorization: Bearer $PROVIDER_API_TOKEN" \ https://localhost:8081/api/exchanges/runtime-proof # Candles (last 7 days) curl -H "Authorization: Bearer $PROVIDER_API_TOKEN" \ "https://localhost:8081/api/candles/charles_schwab/spot/BTCUSDT/h1?days=7"
Available via Barfinex API
/api/candles/charles_schwab/...
/api/trades/charles_schwab/...
/api/orderbook/charles_schwab/...
/api/account/charles_schwab/...
/api/symbols/charles_schwab/...
/api/assets/charles_schwab/...
Studio graphical setup — in development, coming in the next release.
Important
Schwab uses OAuth 2.0 with a 30-minute access token and a 7-day refresh token — the connector must handle automatic token refresh to maintain uninterrupted automated trading.
TD Ameritrade credentials do NOT work with the Schwab API; legacy thinkorswim API users must re-register on the Schwab Developer Portal.
Paper trading is available via the Schwab Developer sandbox (separate app registration required).
US equities and options: NYSE/NASDAQ session 09:30–16:00 ET.
Streaming quotes use Server-Sent Events (SSE); REST polling is heavily rate-limited on Schwab's production API.
Connect in Studio(soon)
Exchange Website