Connecting Charles Schwab takes about 90 seconds. You click Connect on Charles Schwab's card in QuantWheel, log in on Charles Schwab's own website, and approve read-only access. QuantWheel starts syncing your positions, transactions, and cost basis automatically.
Before you start
Required:
- The Wheel, Quant or GEX plan, or an active $1 trial.
- A Charles Schwab account with online access credentials.
- A web browser (the connection flow doesn't work in the QuantWheel mobile app yet).
Time to complete: 90 seconds
Note: If you previously used TD Ameritrade or thinkorswim, your account has been migrated to Charles Schwab. Connect using your Schwab credentials here - the TD and ToS brands are not separate connections.
Steps
In QuantWheel, open your profile menu and choose Connect Brokers.
Find the Charles Schwab card in the list of supported brokers and click Connect.
An authentication modal appears showing the Charles Schwab logo and the next three steps: directed to Charles Schwab, log in, and confirm data sharing. Click Continue.
- You're redirected to Charles Schwab's own login page. Enter your Charles Schwab username and password. If you use two-factor authentication on your Charles Schwab account, complete it here.
- Charles Schwab displays a consent screen listing the read-only access QuantWheel is requesting - positions, transactions, and balances.
Approve the request. - You're returned to the QuantWheel Broker Integration page. Charles Schwab now shows as Connected with Account is syncing status.
There is a 24-hour delay for initial options positions sync if you use Charles Schwab. Get back to QuantWheel the next day to see your positions.
Open "Open Positions" and the "Journal" to confirm your positions and trades are appearing.
FAQ
Initial sync takes a few minutes for most brokers. If more time passes and positions still don't appear, see Broker sync failed.
The login step runs on Charles Schwab's own website, not QuantWheel. If Charles Schwab returns an error (wrong password, account locked, 2FA failure), resolve it there first. Once you can log in to Charles Schwab directly, retry the QuantWheel connection.
Yes. After the first account connects, click Connect on Charles Schwab's card again to add another. Each account is tracked separately; Open Positions and the Journal show the combined view.
No. Connecting Charles Schwab grants read-only access to positions, transactions, and balances. QuantWheel does not place trades in your Charles Schwab account.
In QuantWheel, open your profile menu and choose Connect Brokers. On the Charles Schwab card, click the disconnect option. Disconnecting stops sync immediately; historical imported data stays in the journal unless you delete it separately.
The OAuth token Charles Schwab issued stays valid until you revoke it from Charles Schwab's side or disconnect from QuantWheel's side. If Charles Schwab force-expires the token (this can happen after a password change or security event), you'll see a re-connection prompt in QuantWheel.