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Schwab brokerage API integration with SnapTrade.


Schwab is an American multinational financial services corporation, headquartered in San Francisco, California.

Authentication TypeLogin Credentials
Assets TypeStock, ETFs, ADR, Mutual Funds, Options
Connection TypeRead
Transactions HistoryMore than 1 year

About This Integration

Schwab is a trading platform available in the United States.

The Schwab brokerage API from SnapTrade is a bespoke integration, requiring a password/PIN authentication along with multiple 2FA methods including call, SMS, and Symantec VIP.

This brokerage API supports basic trading account types. Included data for balances is in Total Cash, Buying Power, and Total Account Value (beta).

The Schwab brokerage integration features various asset classes for positions and recent orders.

Via the SnapTrade API, apps can pull transaction type data as well as Historical Transactions for the last 4 years.

This integration does not support trading.

For full details on the Schwab brokerage integration, visit our Notion page