P123 link with Schwab ?

Manage
1

Schwab bought TDAmeritrade and the integration should be complete by 2023. One of the upcoming projects is to link P123 and TDAmeritrade but it’s unclear what TDAmeritrade will look like once its integration with Schwab is complete. Is there any reason that a link with Schwab isn’t being considered?

2

When we last checked Schwab did not have a public API. And remains to be seen if they will shut off TDAmeritrade

3

Hi Marco,

Thank you for the explanation

It looks like Schwab has a public API

https://advisorservices.schwab.com/managing-your-business/tech-integration/api-integration

It appears this change happened in 2020

https://riabiz.com/a/2020/5/29/tired-of-having-their-screens-scraped-schwab-and-fidelity-launch-api-initiatives-to-curtail-the-practice-rewarding-some-but-not-all-scrapers-with-cleaner-data

Can Schwab be added to the list as it’s also one of the 5 biggest brokerages in the USA?

Scott