Schwab - Beta --Please Note-- This Extension requires that you have an approved App Key after registering at https://developer.schwab.com/.

Schwab live trading and data interface.

• Securely connect WealthLab directly to Schwab
• Automated strategy trading
• Order types: Market, Limit, Stop, StopLimit, Market On Close, and Limit On Close
• Historical and Streaming data from Schwab for quotes, charts, and Strategy Monitor

Create an App in Schwab's Development Portal

Due to delays in Schwab's onboarding process, we're offering this beta release of the Schwab extension as an Individual App. It requires that you register and create an App in Schwab's Development Portal as follows:

1. Visit https://developer.schwab.com/, click Register in the top right menu and follow the registration instructions. These "dev" credentials are different than your regular Schwab login. Click here for more guidance.
2. After registering, choose your profile: Individual Developer
3. Log in to the Schwab developer portal, click the API Products link.
4. Scroll down to the Trader API - Individual box and click it.
5. Click on Request Access and follow any prompts.
6. Click the Create App button.
7. For Select an API Product add both of the following:

• Accounts and Trading Production
• Market Data Production

8. Order Limit: 120 (or any number you wish for your order limit)

9. Enter App Name: Give the App a name unique to you and your trading setup. e.g., [your initials].Schwab

10. For the callback URL, copy and paste: https://schwab.wealth-lab.com
    The callback is used to securely return Refresh and Access tokens, which is the final step to authenticate the Schwab Provider for your WealthLab connection. A secure url is required, and currently the provider app is hard-coded for https://schwab.wealth-lab.com. If you feel the need to provide your own secure callback url, please create a feature request.

11. The App creation process generates your App Key and Secret Key, which you can always recover on the App Details page. You need to enter these keys for Schwab's configuration in WealthLab.

12. Wait for App approval. Check your developer Dashboard for app approval status. Approved - Pending means that your approval is still pending. You won't be able to log in with WealthLab until the Status is Ready to Use.

Authentication Prerequisite!
The Schwab Provider uses OAuth authentication and may require you to install WebView2.

DISCLAIMER:

The third party data is subject to the availability of the respective provider (website) and may be delayed or inaccessible periodically due to network or technical reasons. As the data is not guaranteed to be accurate, it is your responsibility to confirm that it does not contain errors before utilizing it for any type of backtesting or trading activities. Quantacula LLC is not to be held liable for any errors in market data or its inavailability.