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 feeds exchange data to Provider. Detector receives market data, Studio receives read views, and Advisor sees only signed candidate evidence.
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
Public verification 1. Configure credentials in the private Provider environment. 2. Verify connector status in the internal Studio/Provider console. 3. Use Barfinex public pages to inspect market data. Operator Provider commands and tokens remain in internal runbooks only.
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