Schwab Setup

Warning

Robinhood access uses a open-source library that is not officially supported by Schwab, schwab-py. Ensure you are comfortable with this library as well.

Prod

Following the schwab-py instructions for setting up an account. Once your application is approved and you have an api_key and app_secret, you can log in per normal in the Fundiverse flow by adding schwab as a provider.

Your first login will open a popup to the schwab registration to complete the auth flow. Once you close it, resubmit the login form. You can refresh/reconnect without doing this flow again for up to a week currently.