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Integrations v2026.05
Integrations

Connect your broker. We do the math.

Pick your path. PremiumGuardHQ reads from Charles Schwab and Interactive Brokers via API, or via CSV in either broker’s native export format. Read-only access, encrypted at rest, and every scope listed by name.

Works with SCH Schwab IB IBKR CSV
  • 2 brokers live
  • Schwab + IBKR CSV
  • Read-only by design
0.1

Live broker integrations

API-level connections that sync on a schedule and on demand. Both are read-only at the broker scope level, not just by policy.

Charles Schwab

OAuth 2.0
Scope
accounts:read · transactions:read
Setup
~2 minutes
  • Live transaction sync via the Schwab Developer API
  • Positions, fills, expirations, and assignments
  • No username, password, or 2FA shared with PremiumGuardHQ
  • Disconnect any time from Schwab or from Settings
See how Charles Schwab works

Interactive Brokers

Flex Web Service token
Scope
flex report · read-only
Setup
~3 minutes
  • Token you generate inside IBKR Account Management
  • Multi-account aggregation and multi-currency normalized
  • Combo orders parsed natively, not collapsed to single legs
  • Revoke the token in IBKR and the connection is dead
See how Interactive Brokers works
0.2

Drop a CSV instead

Broker APIs only sync the last 30 to 90 days of activity. For older history, or instead of an API connection entirely, export your transaction record from Schwab or Interactive Brokers and drop the file in. PremiumGuardHQ runs the same cycle detection, cost-basis math, and withdrawal logic against the parsed data.

  • Schwab transaction history. Auto-detected on upload.
  • IBKR Activity Statement. Auto-detected on upload.
  • Manual single-trade entries. For trades outside the broker’s API window.
  • Uploads are kept until you delete them. Remove from Settings any time.

Need a different format? Email support@premiumguardhq.com with a sample export and we will look at adding it.

Read-only is a guarantee, not a feature.

Every broker connection is read-only at the scope level. PremiumGuardHQ cannot place orders, transfer funds, or send any instruction to a broker. Scopes, sub-processors, retention, and SOC 2 status are documented on the security page.

Read the disclosure