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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 Accounts. 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 3.1.0, 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 3.1.0
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.

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