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Schwab

Interact with Schwab Trader API
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Overview

This node integrates with the Schwab Trader API, specifically allowing users to retrieve account information. The "Get Accounts" operation fetches details about brokerage accounts accessible via the authenticated user's credentials.

Typical use cases include:

  • Retrieving a list of user accounts and their associated data for portfolio management.
  • Fetching specific fields such as positions within accounts to analyze holdings.
  • Integrating Schwab account data into workflows for reporting, alerts, or further processing.

For example, a financial advisor could automate pulling client account summaries or positions daily to update dashboards or trigger notifications based on portfolio changes.

Properties

Name Meaning
Fields A string specifying which fields to return in the response. For example, setting positions returns position details within accounts.
Additional Headers Optional custom HTTP headers to send with the request. Useful for adding extra metadata or identifiers. Authorization headers are handled automatically.

Output

The node outputs JSON data representing the account information retrieved from the Schwab API. The structure depends on the requested fields but generally includes account details such as account numbers, types, balances, and optionally positions if requested.

If multiple accounts are returned, each account is output as a separate item in the node's output array.

No binary data output is produced by this node.

Dependencies

  • Requires an OAuth2 API credential configured for authenticating with the Schwab Trader API.
  • The base URL used for requests is https://api.schwabapi.com/trader/v1.
  • The node automatically sets standard headers like Accept: application/json and User-Agent: n8n-nodes-schwab.
  • Users can add additional custom headers if needed.

Troubleshooting

  • No routing found error: If the node configuration specifies an unsupported resource-operation combination, it will throw an error indicating no routing was found. Ensure the resource is set to "Accounts" and operation to "Get Accounts".
  • Authentication errors: Failures related to OAuth2 token issues may occur if the credential is invalid or expired. Re-authenticate or refresh the token in n8n credentials settings.
  • Malformed JSON body: If the fields parameter or other inputs are incorrectly formatted, the API might reject the request. Verify input values conform to expected formats.
  • API rate limits or network errors: These will be surfaced as error messages including HTTP status codes. Implement retry logic or check network connectivity as needed.
  • When continueOnFail is enabled, errors for individual items are captured in the output rather than stopping execution.

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