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Schwab

Interact with Schwab Trader API
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Overview

This node integrates with the Schwab Trader API to retrieve detailed information about brokerage accounts. Specifically, the "Get Account" operation fetches data for a single account identified by its encrypted account number. This is useful in scenarios where you want to programmatically access account details such as balances, positions, or other metadata directly from Schwab within an n8n workflow.

Practical examples include:

  • Automatically retrieving account summaries for reporting or dashboarding.
  • Fetching specific account fields like open positions to trigger alerts or further processing.
  • Integrating Schwab account data into broader financial automation workflows.

Properties

Name Meaning
Account Number The encrypted ID of the account to retrieve. This is a required string input identifying the target account.
Fields Optional string specifying which additional fields to return. For example, positions to get position details.
Additional Headers Optional custom HTTP headers to send with the request (e.g., third-party IDs). Authorization headers are handled automatically.

Output

The node outputs JSON data representing the account information returned by the Schwab Trader API. The structure depends on the requested fields but generally includes:

  • Account metadata such as account identifiers and status.
  • If requested via the fields property, nested objects like positions detailing holdings.
  • Any other account-related data provided by the API.

If multiple items are returned (though typically one account per request), each is output as a separate item.

No binary data output is produced by this node.

Dependencies

  • Requires an OAuth2 API credential configured for Schwab Trader API authentication.
  • Network access to https://api.schwabapi.com/trader/v1.
  • The node automatically sets standard headers (Accept: application/json, Content-Type: application/json) and user-agent.
  • Optional custom headers can be added via the node's properties.

Troubleshooting

  • Missing or invalid Account Number: Ensure the encrypted account ID is correct and provided; otherwise, the API will reject the request.
  • Authorization errors: Verify that the OAuth2 credentials are valid and have not expired.
  • API request failures: Network issues or incorrect endpoint URLs may cause errors. Check connectivity and base URL correctness.
  • Malformed fields parameter: Passing unsupported field names may result in incomplete or error responses.
  • Error messages typically include HTTP status codes and descriptive messages from the Schwab API. Review these to adjust inputs or credentials.
  • Use the "Continue On Fail" option in n8n to handle errors gracefully within workflows.

Links and References

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