About This Integration

Want to track your Schwab investments, manage your portfolio, or trade more efficiently using a 3rd-party trading tool? App developers use SnapTrade to connect to Schwab alongside many of the world’s leading brokerages through one seamless integration. With SnapTrade, linking your brokerage account to fintech apps is both secure and effortless, ensuring your data is safeguarded by bank-level encryption while you remain in complete control.

How to Connect to Schwab

Once you enter the SnapTrade connection portal, follow these steps to link your Schwab account:

Step 1 - Accept SnapTrade’s Terms and Conditions – This is required only the first time you connect an account

Step 2 - Click “Continue” – You’ll be redirected to Schwab’s website to start the authentication process

Step 3 - Log in to Your Schwab Account – Use your credentials on Schwab’s secure website

Step 4 - Agree to the Schwab Access User Agreement – Review and accept the terms to proceed

After completing these steps, you will be redirected back to your app, now connected with your Schwab account.

Is It Safe to Connect My Schwab Account?

At SnapTrade, protecting your data is our top priority. We adhere to the highest security standards and are SOC 2 Type 2 compliant, ensuring your information is secure, private, and fully under your control. Here’s what that means for you:

• Bank-Level Encryption – Your data is secured with robust encryption and authentication protocols.
• Full User Control – Disconnect your account from any app at any time, whenever you choose.
• Scoped OAuth Access – Your credentials are protected through a secure OAuth-based flow, ensuring you never share your login details with third parties.

Frequently Asked Questions

Does Schwab have a developer API?
Yes, Schwab offers a developer API for its clients and third-party developers. Their API includes functionality for trading, account management, and market data. SnapTrade also provides an integration for Schwab.

What’s Available on the Schwab API with SnapTrade?
By integrating your app with SnapTrade, you’ll get:

• OAuth Access: A secure, OAuth-based flow for your users to connect their Schwab accounts without sharing login credentials.
• Long Lived Connections: Persistent connections to Schwab accounts, minimizing re-authentication and friction for your users.
• Account Balances and Portfolio Data: Retrieve essential account details—such as cash balances, total market value, and individual holdings—in one unified format.
• Transactions History: Access historical trades, enabling detailed reporting and analytics in your application.

Can I Use the Schwab API for Trading?
Yes! SnapTrade supports placing trades for Schwab accounts.