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Schwab

Interact with Schwab Trader API
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Overview

This node interacts with the Schwab Trader API, specifically supporting operations related to "Orders" such as retrieving details of a specific order. It is designed to fetch order information by specifying an account and order ID, making it useful for workflows that need to integrate trading data or automate order management tasks.

Common scenarios:

  • Retrieving detailed information about a particular order placed on a Schwab trading account.
  • Automating portfolio monitoring by fetching order statuses.
  • Integrating Schwab order data into reporting or alerting systems.

Practical example:
A user wants to automatically check the status and details of a recent trade order by providing the encrypted account number and the order ID. This node will call the Schwab API and return the order data in JSON format for further processing or logging.

Properties

Name Meaning
Account Number The encrypted ID of the Schwab account from which to retrieve the order.
Order Id The unique identifier of the order to be retrieved.
Additional Headers Optional custom HTTP headers to include in the API request (e.g., third-party IDs or client tokens). Authorization header is managed automatically.

Output

The node outputs the response from the Schwab API in the json field of each item. The structure corresponds directly to the order data returned by the API, typically including fields such as order details, status, timestamps, and other metadata.

If multiple orders were returned (not typical for this operation), each would be output as a separate item.

No binary data output is produced by this node.

Dependencies

  • Requires an OAuth2 API credential configured for Schwab's API authentication.
  • The node uses the base URL https://api.schwabapi.com/trader/v1.
  • No additional external dependencies beyond the OAuth2 credential and network access to Schwab's API.

Troubleshooting

  • Common issues:

    • Invalid or expired OAuth2 token causing authentication failures.
    • Incorrect or missing Account Number or Order Id parameters leading to API errors.
    • Network connectivity problems preventing access to Schwab's API endpoint.

  • Error messages:

    • Errors from the API are caught and returned in the output if "Continue On Fail" is enabled, including HTTP status codes and error messages.
    • Typical error message format: "Request failed (status XXX)" where XXX is the HTTP status code.

  • Resolutions:

    • Ensure the OAuth2 credentials are valid and refreshed.
    • Double-check the Account Number and Order Id inputs for correctness.
    • Verify network connectivity and firewall settings allow outbound requests to Schwab's API.

Links and References

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