Transition to Schwab's Trader API

[leassaf]

Hi Alex, a general question:
TD Ameritrade announced that they will make a transition to Schwab's Trader API (After Charles Schwab acquired TD Ameritrade in 2019)
How/Will it affect your project?

With great appreciation,
Assaf

[areed1192]

@leassaf based on what I read, it seems like I'll have to change the URLs of some of the endpoints, and in some cases remove certain endpoints that are no longer supported. I'm trying to create a developer account with Charles Schwab, but when it comes to creating an application that is registered with the API, I'm not having any luck. Have you had success creating an App as an individual developer role?

I'm thinking I won't be able to even create the app until my account is migrated to Charles Schwab which won't be till September.

I'm hoping someone will get access before me, and then I can just have them test changes with me, so we will be ready to go before the transition impacts everyone.

[leassaf]

@areed1192, I've created a new account too, but similar to you, wasn't able to create a new app.
I'm in touch with Schwab's assistance, so I will update as soon I will have some success with that.

[areed1192]

@leassaf Hopefully you're able to get some information for us.

[jasonmellone]

I just tried refreshing a client token and the URL creates a circular loop that bounces you into a regular schwab account landing page. Did you ever wind up having any luck here? I'm happy to chip in on the work.

What a pain.

https://auth.tdameritrade.com/auth?response_type=code&redirect_uri=https%3A%2F%2Flocalhost%CALLBACK&client_id=CODE%40AMER.OAUTHAP

[yssoe]

Any updates on this please also running into problem that my account is migrated into Schwab yet no API with them

[leassaf]

Update: migration to Schwab completed. since then, TD's access token has expired and unable to create new token. I guess one need to create a new app at Schwab's developer portal, but when trying it, got the following error: You do not have access to any Active API products.
I have requested for Trader API - Individual product (currently request pending...) at https://beta-developer.schwab.com/products/trader-api--individual
Will update asap.

[EklipZgit]

@leassaf any luck? I'm about to just withdraw everything and switch to alpaca if nobody sorts this out soon, doesn't really seem worth it to stick with a company that didn't bother to maintain the existing API interface of the company they bought

[jasonmellone]

@EklipZgit I moved to TradeStation and am happy so far. Do your own research and make your own decision. tsdocs.

[leassaf]

@EklipZgit The app I created in Schwab's was approved and ready for use. the auth process is similar to TD's but with different endpoints.
watch this short video to see how:
https://youtu.be/kHbom0KIJwc?si=XGma5rPQLwR3gT_a

I'm planning to test locally and modify the URLs of some of the endpoints (@areed1192): will update on success.