Before you start
- Open the in-app wizard first; it will request email verification only when required.
- If you run your own instance, register callback URLs in Schwab Developer Portal before you click Connect.
- Use the same Schwab login you use for brokerage (or paper trading, if that is what you use with this app).
- Allow pop-ups or redirects for this site if your browser blocks them—you will briefly leave this page to approve access on Schwab.
Why are there two “Connect” buttons?
Schwab splits API access: one approval is for market data (quotes, history) and another is for your brokerage account (balances, positions, orders). This app needs both so scans and trading features work.
What to do (about two minutes)
- Open the in-app wizard: Connect Schwab & setup. The wizard shows a 5-step progress bar and highlights whichever step you’re on.
- Click the big Next step button. The app now auto-chains OAuth so after you approve account access, it immediately opens the market data approval flow.
- Steps 3–5 (verify tokens, test scan, paper order) run inline — just keep clicking Next step until the bar turns green.
Schwab Developer Portal URLs
Use these exact values in Schwab Developer Portal. They are detected from this running host and your server config.
Loading callback URLs…
Live trading
Connecting Schwab does not automatically place trades. If your host uses a live-trading gate, you will need to complete a separate in-app step to enable real orders—read the confirmation carefully before you opt in.
If something fails
- Try each connect button again after a full page refresh.
- Confirm you finished both flows (account and market).
- Check for an error banner after returning from Schwab; copy the message if you contact support.
Charles Schwab and related marks are trademarks of their respective owners. This software is not affiliated with or endorsed by Charles Schwab Corporation.