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: http://127.0.0.1:5000/auth/schwab/callback
4. Paste App Key + Secret into config.json

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

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.