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Charles Schwab Accounts API

Linked brokerage accounts, balances, and positions

Charles Schwab Accounts API is one of 10 APIs that Charles Schwab publishes on the APIs.io network, described by a machine-readable OpenAPI specification.

Tagged areas include Account. The published artifact set on APIs.io includes an OpenAPI specification, API documentation, a getting-started guide, and authentication docs.

This API exposes 3 operations across 3 paths, and defines 4 schemas. It is described by OpenAPI 3.2.0, at version 1.0.

Requests are made against a single base URL, https://api.schwabapi.com/marketdata/v1.

3 operations 3 paths 4 schemas 3 GET

Metadata

The identity and technical contract details declared by the specification.

Specification
OpenAPI 3.2.0
API Version
1.0
Base URL
https://api.schwabapi.com/trader/v1
Authentication
OAuth 2.0
Resource Areas
1

Authentication & Security 1

Charles Schwab Accounts API declares 1 security scheme for authenticating requests. It supports OAuth 2.0 (oauth2) using the authorizationCode flow, exposing 1 scope. By default, every request must be authenticated.

Paths & Operations 3

Across 3 paths, the API surfaces 3 operations — 3 GET. Each is listed below with its method, path, parameters, and response codes.

Accounts 3

Linked brokerage accounts, balances, and positions

GET
/accounts/accountNumbers
List linked account numbers
listAccountNumbers → 200
GET
/accounts
List accounts with balances and positions
listAccounts 1 param → 200
GET
/accounts/{accountNumber}
Get account details
getAccount 2 params → 200

Schemas 4

The contract defines 4 schemas that model the data the API accepts and returns. The most detailed are Account (7 properties), Position (5 properties), Balances (4 properties), Instrument (4 properties). Each schema is shown below with its type and property counts.

Position
object
5 properties
Instrument
object
4 properties
Balances
object
4 properties
Account
object
7 properties

Specification

The full machine-readable OpenAPI contract behind this narrative.

Source

charles-schwab-accounts-api-openapi.yml Raw ↑

Other APIs Charles Schwab publishes across the network.

Charles Schwab Instruments API
Charles Schwab Market Hours API
Charles Schwab Movers API
Charles Schwab Options API
Charles Schwab Orders API
Charles Schwab Price History API
Charles Schwab Quotes API
Charles Schwab Transactions API
Charles Schwab User Preferences API
Where this information came from

This is an independent, third-party profile of Charles Schwab Accounts API, published by API Evangelist. We do not operate, host, resell, or support these APIs, and we are not affiliated with or endorsed by the company unless stated above. Everything here is built from publicly available information — the company's own site, developer portal, documentation, public repositories, and the specifications it publishes for public use. Nothing is obtained by breaching a system, defeating an access control, or using credentials.

The Kin Score and Agent Readiness rating are independently calculated assessments of a company's public API artifacts, scored against a published rubric. They are not certifications, endorsements, security assessments, or audits.

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