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Interact with Schwab Trader API
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Overview

This node integrates with the Schwab Trader API, specifically enabling users to retrieve user preferences when selecting the "User Preference" resource and the "Get User Preference" operation. It is designed to fetch configuration or preference data associated with a user’s trading account on the Schwab platform.

Common scenarios where this node is beneficial include:

  • Automating retrieval of user-specific settings for personalized trading workflows.
  • Integrating Schwab user preferences into broader financial dashboards or reporting tools.
  • Synchronizing user preferences across multiple systems or applications.

For example, a trader might use this node to automatically pull their saved trading preferences before executing trades in an automated workflow, ensuring consistency with their configured settings.

Properties

Name Meaning
Additional Headers Optional custom HTTP headers to send with the request. Authorization header is set 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 user preference information retrieved from the Schwab Trader API. The structure of the JSON depends on the API response but typically includes fields describing various user settings or preferences.

If multiple items are returned, each item is output separately, paired with its input item index.

No binary data output is produced by this node.

Dependencies

  • Requires an OAuth2 API credential configured for authenticating with the Schwab Trader API.
  • The node sends requests to the base URL: https://api.schwabapi.com/trader/v1.
  • The authorization token is handled automatically via the OAuth2 credential.
  • Optional additional HTTP headers can be added per request.

Troubleshooting

  • No routing found error: If the node throws an error like No routing found for operation Get User Preference on resource User Preference, it indicates that the operation-resource combination is not properly defined or supported. Verify that the node version supports this operation.
  • Authentication errors: Errors related to authorization usually mean the OAuth2 credentials are missing, expired, or invalid. Re-authenticate or update the credentials.
  • Request failures: Network issues or incorrect parameters may cause request failures. The node logs the request details (with authorization redacted) to help diagnose issues.
  • JSON parsing errors: If the API returns malformed JSON, the node attempts to parse it; failure will result in an error. Check the API response format.
  • Continue On Fail: If enabled, the node will continue processing subsequent items even if some fail, returning error details in the output JSON.

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