Jerry Medved

they definitely changed somethin

FYI - I just confirmed that TRUST roles are not yet enabled. Will be done in future updates (on Schwab)

Hi Doug - during the login process one of the pages that shows is a list of accounts that you are authorizing. The account in question was not listed there, right? before today, Schwab API was restricted to not work with a bunch of account types. One of the things we were waiting for was for the update that went in last night to enable a whole bunch of different account types. However, I believe they still have some more to do, and I assume the Trust type is one of them. I will check with them about that.

got the log. Looking into it

we do not support Level II with Fidelity, but if you have access to Level II with one of the supported sources, sure you can use that.

from the technical point of view, the API is basically the same as TD Ameritrade. As for trade fills, I have no idea. my main accounts have not been moved yet

1) yes, stock, futures, forex and Index quotes are working 2) Yes, you do need to get the beta version if you want to use it now. We plan to release a production update with Schwab before May 10th. 3) Yes.

on MT SETTINGS / DATA SOURCES / CONFIGURE ACCOUNTS - select Interactive Brokers. Do you have the box checked for "Historical Backfill - Stocks - RTH Only"?

Symbol limits are same as TDA. Backfill limit is lower - 35 days.

you can trade on the DOM but you won't see real Level II data.

We are still waiting on some fixes from Schwab, so for now OPTIONS and LEVEL II are not available. We will enable them in the future. There may be some incorrect display of balances depending on account types. Please check and let us know if you are seeing any problems. EDIT: also, streaming account activity is waiting for the same update as options/Level II so for now trading stuff is updated using polling. will be faster once enabled. SOME Account types, like TRUST, are not yet available via Schwab's API for trading. Will be in the future

Not aware of any issues with RH. Please send me the log and settings Go to FILE / HELP => Send Log/Settings to support menu (from Dashboard or Portfolio) And add this Post’s URL in the comment.

you have custom Date format in settings set to yyyy-mm-dd. problem is that mm refers to minutes, not months. It should be yyyy-MM-dd

Hm email screenshots please

are you having a problem with it? send to support

R|Trader cannot login? If so, MT would not be able to either. You would need to resolve that first.

you could setup a hotkey to exit 1/2 but there is no way to do a conditional order involving multiple exits like that