I have been trying to access data through the TD Ameritrade extension and have not been able to receive it. I called Schwab and was told that wealth-lab app is not being supported by Schwab. Is this true? If it is supported what do I need to do to receive data?
Rename
TD Ameritrade is supported for customers who created their TD Dev account and Consumer Key before c. 2022.
Schwab is still transitioning accounts from TDA, but they haven't gotten to mine yet. When they do, we'll have a Schwab provider ready in short time.
Schwab is still transitioning accounts from TDA, but they haven't gotten to mine yet. When they do, we'll have a Schwab provider ready in short time.
I wonder when we can access schwab account from wp WL?
Indeterminate.
Although we've requested access the API, it ultimately depends mostly on when they move my account.
Although we've requested access the API, it ultimately depends mostly on when they move my account.
I wonder if you have got the permission to use the api. If yes, I wonder if you can create a schwab account to test the api. My TDA account has been moved to schwab. I can't refresh my token anymore. I can't use TDA extension anymore
What is the status of WL connection to Schwab?
If is available what are the instructions to login? Currently I am not able thru my TDAmeritrade WL extension. Thanks.
If is available what are the instructions to login? Currently I am not able thru my TDAmeritrade WL extension. Thanks.
Since we still haven't even been approved to use Schwab APIs yet, you should make plans for manual trading for several weeks at least.
When there's a status we'll let everyone know.
When there's a status we'll let everyone know.
This question is so rapidly becoming a FAQ that I had to merge two duplicate topics (both created within one last week) with this one and make it sticky for a short while.
Response received 26 December 2023:
Full release of Schwab Trader API is scheduled to release once the documentation part is finished. Commerical developers are currently in the process of being reviewed and Individual developers will get approved then as well.
You would be able to track your application approval on Schwab developer portal under API Products at the top -> click on the requested API products card, and in the top right corner it will show the current status of your API request. Feel free to email traderapi@schwab.com if you have further questions on your Schwab API application process.
Sincerely,
API Trader Support, Trader Services
TD Ameritrade
Full release of Schwab Trader API is scheduled to release once the documentation part is finished. Commerical developers are currently in the process of being reviewed and Individual developers will get approved then as well.
You would be able to track your application approval on Schwab developer portal under API Products at the top -> click on the requested API products card, and in the top right corner it will show the current status of your API request. Feel free to email traderapi@schwab.com if you have further questions on your Schwab API application process.
Sincerely,
API Trader Support, Trader Services
TD Ameritrade
Any update with this? I got a notification. Of all td accounts transitioning to schwab in 80 days.
QUOTE:
Any update with this? I got a notification. Of all td accounts transitioning to schwab in 80 days.
Me too.
Mine email says transitioning will be completed by 5 am on May 13th 2024
May 10th for me.
Let's hope they get their API straightened out and approve our API access request by then.
Let's hope they get their API straightened out and approve our API access request by then.
TD Ameritrade has been taken over by Charles Schwab. Does this TD Ameritrade connection extension able to work with Charles Schwab ?
No it won’t work, as soon as we get access to the new Schwab API we plan to build an extension.
Thanks for your response. Please let me know so I can try out Wealth Lab since my broker is Charles Schwab. According to Charles Schwab, the developer API has been released. Maybe that is not true yet.
I've subscribed you to this topic @cameronchu5524 (and got rid of the duplicate thread) so that you'll know if there's any development activity here.
So that it's clear and we don't have to keep repeating it, the earliest you can expect a Schwab broker Provider for WealthLab 8 is 21 May 2024. My account won't be moved to Schwab until 10 May and Schwab still hasn't got around to approving our request for API access.
Maybe the Medved Trader will get to it first.
Maybe the Medved Trader will get to it first.
Schwab API is still work in progress. Not all account types are supported, some types of data are not yet supported, so can't do public release yet, at least not in Medved Trader. I know their API team is working hard on getting things ready and I am sure they will not make it available to retail clients until it is complete. Otherwise, they will just waste a ton of time dealing with support issues.
On the plus side, their API is almost identical to TD Ameritrade's, so once released, updating existing code should be quick.
The big milestone is of course May 10, which is when the rest of TD Ameritrade accounts are going to be transitioned to Schwab, so I expect things will shake out before then.
On the plus side, their API is almost identical to TD Ameritrade's, so once released, updating existing code should be quick.
The big milestone is of course May 10, which is when the rest of TD Ameritrade accounts are going to be transitioned to Schwab, so I expect things will shake out before then.
I just received an email that the Charles Schwab Trader API Endpoints are live. So, progress has been made. Here an excerpt from the email:
QUOTE:
A few things you need to know
■ Development can begin—for individual or commercial products—once your request for access to the Charles Schwab Trader API endpoints has been enabled and your application has been registered.
■ Authentication for the Charles Schwab Trader API endpoints requires a Schwab brokerage account.
■ Existing TD Ameritrade API endpoints, while currently still available, will be disabled after market close on May 10, 2024.
Didn't create a new account and register a new application yet?
If you want to use the Charles Schwab Trader API, simply visit the Charles Schwab Developer Portal to create a new developer account and register a new application. Once these steps have been completed, your application will be given a quick review—and we'll follow up, if necessary. Keep in mind, throughout the registration process, you'll be asked to sign new terms of use and agreements in order to move forward with the Charles Schwab Trader API.
I just received this same email. Any such progress from Schwab to our Wealth-Lab team?
There will be no progress until after May 12th.
Schwab still has a few bugs to resolve on their end. We are waiting for those fixes before releasing Medved Trader beta, but hope to have that before the transition. Some items can wait till after. Others... not so much.
Once released, would be available in WL via the MT Extension
Once released, would be available in WL via the MT Extension
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