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Integration / Schwab v2026.05
Integrations / Charles Schwab

Schwab to dashboard in two minutes.

Connect via Schwab’s official OAuth. Two read scopes, no password, no place orders. Your transaction history populates within seconds of authorizing.

Auth OAuth 2.0 Access Read-only Setup ~2 min Status Live
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0.1
How the connection works

A three-screen handshake.

The connect flow takes you off our site, through Schwab’s own OAuth page, and back. Below is what you actually see at each step, in order.

  1. 01 In PremiumGuardHQ

    Hit Connect, pick Schwab.

    Open Settings → Connect Broker → Charles Schwab. One click sends you to Schwab’s OAuth page.

  2. 02 At Schwab

    Sign in. Review the two read scopes. Authorize.

    You sign in on schwab.com, not on our site. Schwab shows you the exact permissions we requested. You authorize, Schwab redirects you back.

  3. 03 Back at PremiumGuardHQ

    Your dashboard populates.

    Tokens are stored encrypted. The last 30 to 90 days of transactions sync. Cycle detection runs. You see your numbers.

0.2
After you connect

Within seconds, your numbers.

The moment Schwab redirects you back, PremiumGuardHQ pulls the last 30 to 90 days of transactions, runs the cycle detector, and renders the real version of what you have been guessing in a spreadsheet.

Dashboard Synced 2m ago
Recommended withdrawal
$4,820
Capital at risk
$63,400
Premium yield
2.1%
Win rate
82%
Net P&L
+$6,184
Recently closed Schwab feed
Symbol Type Closed Net P&L W/L
NVDA Wheel May 18 +$796 ✓
AMD Standalone May 12 +$284 ✓
SOFI Wheel May 9 +$1,360 ✓
PLTR Standalone May 7 -$140 ✗
F Zero Duration May 1 +$84 ✓
Illustrative figures. Your numbers replace these the moment Schwab authorizes the connection.
0.3
OAuth scopes, by name

Two scopes. Both read. Nothing else.

These are the exact strings PremiumGuardHQ requests from Schwab’s OAuth endpoint. If an action is not in this list, our backend has no path to perform it, by construction.

Granted 2
  • accounts:read Positions, balances, account metadata
  • transactions:read Every fill, expiration, assignment, dividend
Not granted ∞
  • ×Place orders of any kind
  • ×Cancel or modify open orders
  • ×Transfer funds in or out
  • ×Read or change account settings
  • ×See your password, PIN, or 2FA codes
  • ×Anything else not listed under Granted

Full security disclosure, sub-processors, retention, and infrastructure compliance live on the security page.

0.4
Questions we get

Short answers, not hedges.

  1. 01 Do you get my Schwab password?
    No. The login happens on schwab.com, not on our site. We never see your password, your username, or your two-factor codes. We only receive the OAuth tokens that Schwab generates after you authorize.
  2. 02 Can PremiumGuardHQ place trades on my behalf?
    No. We requested two read scopes from Schwab: accounts:read and transactions:read. Trading scopes are not in our OAuth grant, which means our backend has no path to execute an order even if a bug or an attacker tried.
  3. 03 How often does the sync run?
    A nightly background refresh pulls the previous day’s transactions automatically. You can also trigger a manual sync from Settings whenever you want fresher data. If a sync fails you will see an error banner with the reason; the most common cause is the 7-day refresh window expiring after a long period of inactivity, which is resolved by reconnecting.
  4. 04 How much trade history do I get?
    Schwab’s API exposes roughly the last 30 to 90 days of transactions. For older history, upload a CSV export of your Schwab transaction history; we combine the two so cycles spanning the API window are not broken.
  5. 05 Does it support multiple Schwab accounts?
    Yes. After connection, PremiumGuardHQ discovers every account under your Schwab login and lets you select which ones to sync. Each account’s transactions are aggregated into one unified cycle view.
  6. 06 What happens if I disconnect?
    Settings → Disconnect broker wipes your access token, refresh token, and the expiration record immediately. Your historical transactions and cycles stay in your PremiumGuardHQ account until you delete the account itself; the connection itself is dead from that point until you re-authorize.
Charles Schwab

Authorize once.
Watch your cycles populate.

14-day trial, no credit card, two scopes. If the dashboard does not earn its keep, disconnect Schwab from Settings and the tokens are gone the same second.

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