Instructions for Schwab Trader API Data

Please ensure that AbleTrend and Windows operatiing system are running the latest version.

1. In the Advanced portion of the AbleTrend Login Window, you should find Schwab under the choose your module drop down menu.

Schwab data feed

Once you make your selection, you can click OK, leaving username/password blank.

2. The new Schwab Trader API is authenticated with a token that is generated from Schwab's website.

Schwab login token

3. Click check the box to API terms & conditions and click continue:

Schwab terms and conditions

4. Link Schwab account, API requires at least one to be checked, then continue.

Link Schwab account

5. Click the button to copy the session token.

Copy session token

6. Paste the session token into the "Your Token" windows that opened AbleTrend:

Paste session token

You will find the box as a separate window that opens with AbleTrend.

7. Check for green boxes in the lower right of AbleTrend to confirm that the user authentication is completed:

Green boxes

8. If you have windows that opened before the data was connected, you will need to Force Refresh the charts to retrieve the data:

Force refresh

9. Symbol Guide

Symbol guide

10. For Schwab data, make sure you setup session time to 8 hours.

Click Profile > Security Settings > Web Session Timeout > 8 hours.

Risk Disclosure: Futures and options trading contains substantial risk and is not for every investor. An investor could potentially lose all or more than the initial investment. Risk capital is money that can be lost without jeopardizing one's financial security or lifestyle. Only risk capital should be used for trading and only those with sufficient risk capital should consider trading. Past performance is not necessarily indicative of future results.

Hypothetical Performance Disclosure: Hypothetical performance results have many inherent limitations, some of which are described below. no representation is being made that any account will or is likely to achieve profits or losses similar to those shown; in fact, there are frequently sharp differences between hypothetical performance results and the actual results subsequently achieved by any particular trading program. One of the limitations of hypothetical performance results is that they are generally prepared with the benefit of hindsight. In addition, hypothetical trading does not involve financial risk, and no hypothetical trading record can completely account for the impact of financial risk of actual trading. for example, the ability to withstand losses or to adhere to a particular trading program in spite of trading losses are material points which can also adversely affect actual trading results. There are numerous other factors related to the markets in general or to the implementation of any specific trading program which cannot be fully accounted for in the preparation of hypothetical performance results and all which can adversely affect trading results.

Testimonial Disclosure: Testimonials appearing on this website may not be representative of the experience of other clients or customers and is not a guarantee of future performance or success.