Trader API Schwab Integration Guide - June 2023 Update
Latest information on the next steps for the TD Ameritrade Trader API as we bring an updated version of our API into Schwab’s ecosystem as a product offering for retail self-directed traders.
Place Order Samples
Currently POST and PUT request interactivity supply the entire JSON schema in the Try It Out section. In this guide, you'll find examples specific to Orders and Saved Orders for use in the Try It Out section. These would be sent as the POST data for Place Order. Order entry will only be available for the assetType `EQUITY` and `OPTIONS` as of this time.
Authentication FAQ
This guide will help you with questions about Authentication and OAuth. We utilize a standardized OAuth 2.0 token-based authentication flow on our API described in section 1.3.1 of RFC6749. Below are some of the most commonly asked questions related to this authentication flow.
Phase 1: Authentication Update for the XML based API
This guide will help you get started with the new authentication process into the XML based API. This will not affect clients that are already on the new JSON API through this Developer Portal. The only change for Phase 1 will be the log in request for our existing XML API users. This authentication process must be completed and implemented into your application by January 1, 2020. Any applications on the XML based API not using this system will no longer have access into our API.
Creating and Managing Groups/Company
This guide will help you with creating a group and registering the first app for your group within the Developer Portal. A group provide you with the ability to associate your developer account with developer accounts of other developers. Groups can be created for corporate entities and trading clubs. Here are the steps to get started.
Price History Samples
Samples assume a date of Wed June 1st, 2016 and that the Authorization header is set.
5 Day / 1 Minute, including today's data:
Simple Auth for Local Apps
This guide will help you get started with authentication without the need to run a Web server. This is especially useful for running a local application for personal use. Note that you will need your Redirect URI and Consumer Key - see the Getting Started guide for more information on creating apps. Included below are some example values
Getting Started
Introduction
The developer portal allows you to create your own applications that can access TD Ameritrade & TD Ameritrade partner products and services. This guide will walk you through:
- Creating a Developer Account
- Registering an Application
- Navigating the Documentation
- Making Your First Request
Streaming Data
Quick Start
Make a request to the User Info & Preferences API's Get User Principals method to retrieve the information found in the javascript example login request below. This can be run directly in the browser console.