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Interact with Schwab Trader API
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Overview

This node interacts with the Schwab Trader API to retrieve detailed information about specific transactions by their ID. It is designed for users who need to programmatically access transaction data from Schwab accounts, such as financial analysts, portfolio managers, or automated reporting systems.

A common use case is fetching a single transaction's details given an account number and a transaction ID, enabling workflows that require validation, reconciliation, or further processing of transaction data.

For example, a user might input an encrypted account number and a transaction ID to get the full details of that transaction, including date, amount, type, and status, which can then be used in downstream automation or reporting.

Properties

Name Meaning
Account Number The encrypted ID of the account from which the transaction will be retrieved.
Transaction Id The unique identifier of the transaction to fetch details for.
Additional Headers Optional custom HTTP headers to include in the API request, such as third-party identifiers or client IDs. Authorization headers are handled automatically.

Output

The node outputs a JSON object representing the transaction details retrieved from the Schwab Trader API. The structure of this JSON corresponds directly to the API response for a single transaction, which typically includes fields like transaction date, amount, type, status, and other relevant metadata.

If multiple items are returned (though unlikely for a single transaction fetch), each item is output separately.

No binary data output is produced by this node.

Dependencies

  • Requires an OAuth2 API credential configured in n8n to authenticate requests against the Schwab Trader API.
  • The base URL for API 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 custom headers if needed via the "Additional Headers" property.

Troubleshooting

  • No routing found error: If the node configuration references an unsupported operation or resource, it will throw an error indicating no routing was found. Ensure that "Transactions" resource and "Get Transactions By Id" operation are selected correctly.
  • Authentication errors: If the OAuth2 credential is missing, expired, or invalid, the request will fail. Verify that the API key/token is valid and properly configured in n8n.
  • Invalid input values: Providing an incorrect or malformed account number or transaction ID may result in API errors or empty responses. Double-check these inputs.
  • API rate limits or downtime: The Schwab API may enforce rate limits or experience outages. In such cases, the node will return error messages including HTTP status codes. Implement retry logic or error handling in your workflow.
  • Malformed additional headers: Custom headers must be provided as name-value pairs. Incorrect formatting may cause request failures.

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