Charles Schwab Trader API

openapi: 3.1.0
info:
  title: Charles Schwab Trader API
  description: >-
    REST API for accessing Charles Schwab retail brokerage accounts.
    Applications can list linked accounts, retrieve balances and positions,
    place and cancel equity and option orders, and read order and transaction
    history. Authentication uses OAuth 2.0 with three-legged authorization
    code flow; access tokens expire after 30 minutes and refresh tokens
    after 7 days.
  version: '1.0'
  contact:
    name: Schwab Developer Support
    url: https://developer.schwab.com/contact-us
  termsOfService: https://developer.schwab.com/terms
externalDocs:
  description: Schwab Trader API Documentation
  url: https://developer.schwab.com/products/trader-api--individual
servers:
  - url: https://api.schwabapi.com/trader/v1
    description: Schwab Trader Production
tags:
  - name: Accounts
    description: Linked brokerage accounts, balances, and positions
  - name: Orders
    description: Place, retrieve, and cancel orders
  - name: Transactions
    description: Account transaction history
  - name: User Preferences
    description: User account preferences and metadata
security:
  - oauth2: []
paths:
  /accounts/accountNumbers:
    get:
      operationId: listAccountNumbers
      summary: List linked account numbers
      description: Returns the list of encrypted account identifiers linked to the authenticated user.
      tags:
        - Accounts
      responses:
        '200':
          description: List of linked accounts
          content:
            application/json:
              schema:
                type: array
                items:
                  type: object
                  properties:
                    accountNumber:
                      type: string
                    hashValue:
                      type: string
  /accounts:
    get:
      operationId: listAccounts
      summary: List accounts with balances and positions
      description: Returns brokerage accounts with optional positions and balances.
      tags:
        - Accounts
      parameters:
        - name: fields
          in: query
          schema:
            type: string
          description: Optional fields to include, e.g. positions.
      responses:
        '200':
          description: Account list
          content:
            application/json:
              schema:
                type: array
                items:
                  $ref: '#/components/schemas/Account'
  /accounts/{accountNumber}:
    get:
      operationId: getAccount
      summary: Get account details
      tags:
        - Accounts
      parameters:
        - name: accountNumber
          in: path
          required: true
          schema:
            type: string
        - name: fields
          in: query
          schema:
            type: string
      responses:
        '200':
          description: Account details
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Account'
  /accounts/{accountNumber}/orders:
    get:
      operationId: listOrdersByAccount
      summary: List orders for an account
      tags:
        - Orders
      parameters:
        - name: accountNumber
          in: path
          required: true
          schema:
            type: string
        - name: fromEnteredTime
          in: query
          schema:
            type: string
            format: date-time
        - name: toEnteredTime
          in: query
          schema:
            type: string
            format: date-time
        - name: status
          in: query
          schema:
            type: string
      responses:
        '200':
          description: Orders list
          content:
            application/json:
              schema:
                type: array
                items:
                  $ref: '#/components/schemas/Order'
    post:
      operationId: placeOrder
      summary: Place a new order
      tags:
        - Orders
      parameters:
        - name: accountNumber
          in: path
          required: true
          schema:
            type: string
      requestBody:
        required: true
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/Order'
      responses:
        '201':
          description: Order accepted
  /accounts/{accountNumber}/orders/{orderId}:
    get:
      operationId: getOrder
      summary: Get a specific order
      tags:
        - Orders
      parameters:
        - name: accountNumber
          in: path
          required: true
          schema:
            type: string
        - name: orderId
          in: path
          required: true
          schema:
            type: string
      responses:
        '200':
          description: Order details
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Order'
    delete:
      operationId: cancelOrder
      summary: Cancel an order
      tags:
        - Orders
      parameters:
        - name: accountNumber
          in: path
          required: true
          schema:
            type: string
        - name: orderId
          in: path
          required: true
          schema:
            type: string
      responses:
        '200':
          description: Order canceled
  /accounts/{accountNumber}/transactions:
    get:
      operationId: listTransactions
      summary: List account transactions
      tags:
        - Transactions
      parameters:
        - name: accountNumber
          in: path
          required: true
          schema:
            type: string
        - name: startDate
          in: query
          schema:
            type: string
            format: date-time
        - name: endDate
          in: query
          schema:
            type: string
            format: date-time
        - name: types
          in: query
          schema:
            type: string
      responses:
        '200':
          description: Transactions list
  /userPreference:
    get:
      operationId: getUserPreference
      summary: Get the authenticated user preferences
      tags:
        - User Preferences
      responses:
        '200':
          description: User preferences
components:
  securitySchemes:
    oauth2:
      type: oauth2
      flows:
        authorizationCode:
          authorizationUrl: https://api.schwabapi.com/v1/oauth/authorize
          tokenUrl: https://api.schwabapi.com/v1/oauth/token
          scopes:
            api: Access Schwab Trader and Market Data APIs
  schemas:
    Account:
      type: object
      properties:
        accountNumber:
          type: string
        type:
          type: string
        roundTrips:
          type: integer
        isDayTrader:
          type: boolean
        isClosingOnlyRestricted:
          type: boolean
        positions:
          type: array
          items:
            $ref: '#/components/schemas/Position'
        currentBalances:
          $ref: '#/components/schemas/Balances'
    Position:
      type: object
      properties:
        instrument:
          $ref: '#/components/schemas/Instrument'
        longQuantity:
          type: number
        shortQuantity:
          type: number
        marketValue:
          type: number
        averagePrice:
          type: number
    Balances:
      type: object
      properties:
        cashBalance:
          type: number
        liquidationValue:
          type: number
        availableFunds:
          type: number
        buyingPower:
          type: number
    Order:
      type: object
      required: [orderType, session, duration, orderStrategyType]
      properties:
        orderId:
          type: string
        session:
          type: string
          enum: [NORMAL, AM, PM, SEAMLESS]
        duration:
          type: string
          enum: [DAY, GOOD_TILL_CANCEL, FILL_OR_KILL]
        orderType:
          type: string
          enum: [MARKET, LIMIT, STOP, STOP_LIMIT, TRAILING_STOP]
        complexOrderStrategyType:
          type: string
        quantity:
          type: number
        filledQuantity:
          type: number
        remainingQuantity:
          type: number
        requestedDestination:
          type: string
        orderStrategyType:
          type: string
        status:
          type: string
        enteredTime:
          type: string
          format: date-time
        closeTime:
          type: string
          format: date-time
        orderLegCollection:
          type: array
          items:
            type: object
            properties:
              orderLegType:
                type: string
              instruction:
                type: string
                enum: [BUY, SELL, BUY_TO_OPEN, SELL_TO_CLOSE, SELL_SHORT, BUY_TO_COVER]
              quantity:
                type: number
              instrument:
                $ref: '#/components/schemas/Instrument'
    Instrument:
      type: object
      properties:
        symbol:
          type: string
        cusip:
          type: string
        description:
          type: string
        assetType:
          type: string
          enum: [EQUITY, OPTION, INDEX, MUTUAL_FUND, FIXED_INCOME, CURRENCY]