Account and Trading

Schwab Account and Trading Production

Accounts and Trading Operations

Method: account_linked

client.account_linked()

Retrieves a list of all linked accounts, returning plain text and encrypted account values for further use in account-related operations.

Returns:

• A request.Response object containing the linked account numbers and corresponding encrypted values.

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Method: account_details_all

client.account_details_all(fields=None)

Fetches detailed information for all linked accounts, including balances and optionally positions (if the fields parameter is set to "positions").

Parameters:

• fields (str, optional): Set to "positions" to include positions in the account details. Default is None.

Returns:

• A request.Response object containing account details for all linked accounts.

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Method: account_details

client.account_details(accountHash, fields=None)

Fetches detailed information for a specific linked account, including balances and optionally positions.

Parameters:

• accountHash (str): The encrypted account hash obtained from account_linked().

• fields (str, optional): Set to "positions" to include positions in the account details. Default is None.

Returns:

• A request.Response object containing account details for the specified account.

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Method: account_orders

client.account_orders(accountHash, fromEnteredTime, toEnteredTime, maxResults=None, status=None)

Fetches all orders for a specific linked account, with optional filtering by date, status, and other parameters. The maximum date range is one year.

Parameters:

• accountHash (str): The encrypted account hash obtained from account_linked().

• fromEnteredTime (datetime | str): The start time for filtering orders.

• toEnteredTime (datetime | str): The end time for filtering orders.

• maxResults (int, optional): Maximum number of results to return. Default is None.

• status (str, optional): Filter orders by status (e.g., "FILLED", "CANCELED", etc.). Default is None.

Returns:

• A request.Response object containing orders for the specified account.

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Method: order_place

client.order_place(accountHash, order)

Places a new order for the specified account.

Parameters:

• accountHash (str): The encrypted account hash obtained from account_linked().

• order (dict): A dictionary representing the order details (as specified in Schwab’s API documentation).

Returns:

• A request.Response object containing the order number in the response header (if the order is not immediately filled).

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Method: order_details

client.order_details(accountHash, orderId)

Retrieves details of a specific order for the specified account.

Parameters:

• accountHash (str): The encrypted account hash obtained from account_linked().

• orderId (str | int): The ID of the order.

Returns:

• A request.Response object containing the order details.

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Method: order_cancel

client.order_cancel(accountHash, orderId)

Cancels a specific order for the specified account.

Parameters:

• accountHash (str): The encrypted account hash obtained from account_linked().

• orderId (str | int): The ID of the order to cancel.

Returns:

• A request.Response object indicating the success of the cancellation.

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Method: order_replace

client.order_replace(accountHash, orderId, order)

Replaces an existing order with a new order. The old order is canceled, and the new order is created.

Parameters:

• accountHash (str): The encrypted account hash obtained from account_linked().

• orderId (str | int): The ID of the order to replace.

• order (dict): A dictionary representing the new order details.

Returns:

• A request.Response object containing the result of the order replacement.

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Method: transactions

client.transactions(accountHash, startDate, endDate, types, symbol=None)

Fetches all transactions for a specific account, filtered by date and transaction type. The maximum number of transactions returned is 3,000, and the maximum date range is one year.

Parameters:

• accountHash (str): The encrypted account hash obtained from account_linked().

• startDate (datetime | str): The start date for filtering transactions.

• endDate (datetime | str): The end date for filtering transactions.

• types (str): The type of transaction (e.g., "TRADE", "DIVIDEND_OR_INTEREST").

• symbol (str, optional): The stock symbol to filter transactions. Default is None.

Returns:

• A request.Response object containing the list of transactions.

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Method: transaction_details

client.transaction_details(accountHash, transactionId)

Retrieves specific transaction details for a given account and transaction ID.

Parameters:

• accountHash (str): The encrypted account hash obtained from account_linked().

• transactionId (str | int): The ID of the transaction.

Returns:

• A request.Response object containing the transaction details.