Schwab icon

Schwab

Interact with Schwab Trader API
Join our community

Actions13

Overview

This node integrates with the Schwab Trader API, allowing users to interact programmatically with Schwab brokerage accounts and services. Specifically, the "Get Account Numbers" operation under the "Accounts" resource fetches account numbers associated with the authenticated user.

Typical use cases include:

  • Automating retrieval of brokerage account numbers for portfolio management or reporting.
  • Integrating Schwab account data into custom dashboards or financial applications.
  • Combining account information with other workflows in n8n for investment tracking or alerting.

For example, a user might set up this node to periodically pull all their Schwab account numbers and then trigger downstream processes such as fetching balances or transaction histories.

Properties

Name Meaning
Additional Headers Optional custom HTTP headers to send with the API request. Authorization header is handled automatically. You can add multiple headers by specifying their name and value (e.g., ThirdPartyId: your-client-id).

Output

The node outputs JSON data representing the response from the Schwab API for the requested operation. For the "Get Account Numbers" operation, the output JSON typically contains an array or object with account number details such as account IDs and related metadata.

The output is structured as an array of items, each with a json property containing the parsed response data for one account or result entry. If multiple accounts are returned, each will be a separate item in the output array.

No binary data output is produced by this node.

Dependencies

  • Requires an OAuth2 API credential configured in n8n to authenticate with the Schwab Trader API.
  • The node sends requests to the base URL: https://api.schwabapi.com/trader/v1.
  • The user must have valid Schwab API access and permissions to retrieve account information.

Troubleshooting

  • No routing found error: If you see an error like No routing found for operation Get Account Numbers on resource Accounts, it means the node configuration does not recognize the selected operation-resource combination. Ensure you have selected the correct Resource ("Accounts") and Operation ("Get Account Numbers").

  • Authentication errors: Errors related to authorization usually indicate issues with the OAuth2 credential setup or expired tokens. Verify your API credentials and refresh tokens if necessary.

  • Request failures: Network issues or invalid parameters can cause request failures. The node logs the request details (with Authorization redacted) to help debug. Check that any additional headers or parameters are correctly formatted.

  • Continue On Fail: If enabled, the node will continue processing subsequent items even if some requests fail, returning error details in the output JSON under an error field.

Links and References

Discussion