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Tutorials > Frequently Asked Questions

Frequently Asked Questions

This tutorial will guide you through the essential steps to connect your Charles Schwab account and set up the API integration for BotiTrader.

1. Register for a Charles Schwab Account

  1. Visit the Charles Schwab official website.
  2. Click on "Open an Account" at the top of the homepage.
  3. Choose the type of account you wish to open (e.g., Brokerage, Retirement, or Trading).
  4. Complete the registration form with your personal details, including:
    • Name
    • Email
    • Phone number
    • Address
  5. Provide the necessary identification documents (e.g., government-issued ID).
  6. Once your account is approved, log in to your Charles Schwab account to ensure access.

2. Register for Charles Schwab API Access

To integrate your Schwab account with BotiTrader, you need to register for the Schwab API and obtain your Client ID and Secret Key. Follow these steps:

Step 1: Log in to the Charles Schwab Developer Portal

  1. Go to the Charles Schwab Developer Portal.
  2. Log in using your Schwab account credentials.
    • If you don’t already have access to the portal, register by completing the required forms for API access.

Step 2: Register Your Application

  1. Navigate to the "My Applications" section in the Developer Portal.
  2. Click "Register New Application" and fill in the following details:
    • Application Name: Enter a unique name for your application (e.g., "BotiTrader Integration").
    • Redirect URI: Enter the URI your software will use to handle the authentication callback, such as https://yoursoftware.com/oauth/callback.
    • Permissions: Select the required scopes for trading and data access.
  3. Submit your application for approval.

Step 3: Obtain Your API Credentials

  1. Once your application is approved, you will receive your Client ID and Secret Key.
  2. Save these credentials securely. You will need them to configure BotiTrader.

Note: For more detailed steps or troubleshooting during API registration, refer to the Schwab API Documentation.

3. Configure BotiTrader with Your Schwab API

  1. Open BotiTrader after installation.
  2. Sign in using your registered email and password, then click "Sign In".
  3. In the Main window, go to the Broker Settings section.
  4. Enter the following details:
    • API Client ID: Enter the Client ID obtained from the Schwab Developer Portal.
    • API Secret Key: Enter the Secret Key obtained from the Schwab Developer Portal.
  5. Click "Save and Connect". BotiTrader will validate your API credentials and establish a connection with your Schwab account.