Schwab Developer API

WealthDash connects to Schwab's official API via OAuth 2.0. Only a secure token is stored locally — your credentials never touch this app.

1. Register at developer.schwab.com
2. Create an app → Individual Trader API
3. Set redirect URI: loading...
4. Paste App Key + Secret into config.json

{
  "schwab_client_id":     "your-app-key",
  "schwab_client_secret": "your-app-secret",
  "schwab_redirect_uri":  "your-redirect-uri"
}

Bank Accounts — OFX Direct Connect

Pulls data directly from your bank's server using the standard OFX protocol — the same technology used by Quicken. No third party involved.

{
  "banks": [
    {
      "name":           "Wintrust Checking",
      "ofx_url":        "https://ofx.wintrust.com/ofx/process.ofx",
      "org":            "Wintrust",
      "fid":            "071925444",
      "userid":         "your_username",
      "userpass":       "your_password",
      "routing":        "071925444",
      "account_number": "your_account_number",
      "account_type":   "CHECKING"
    }
  ]
}

Import OFX / QFX File

If your bank lets you download a statement file (OFX or QFX format), you can import it directly here. Wintrust supports this — just log in to online banking, go to your account, and look for a "Download" or "Export" option and choose OFX or Quicken format.

Import Schwab Data (CSV)

Two file types are auto-detected. Transactions: schwab.com → Accounts → History → select account → set date range → Export → CSV. Holdings: schwab.com → Accounts → Positions → select account → Export → CSV. Import each account's CSV separately.

Batch Re-import Schwab CSVs

Pick multiple Schwab transaction CSVs at once. Each file is auto-matched to an account by the XXX#### digits in its filename. For every matched file, we clear previously imported CSV data for that account, then re-import — useful after a sign-handling bugfix. Unmatched files can be routed manually or skipped.

Import Schwab Bank (Checking / Savings) CSV

For Schwab Bank accounts only. schwab.com → your Schwab Bank account → History → Export → CSV. The account is auto-created on first import and appears on the Reconciliation page.