Connect Charles Schwab to Horizon

Learn what this connection supports, how access works, and what you’ll need before using a strategy.


Overview

Use an eligible Charles Schwab account with supported Horizon strategies. Build and backtest your idea first, then connect your account when you’re ready to review the next steps.

Connecting an account does not start live trading

Markets:
US Stocks, ETFs, Options
Authentication:
OAuth
Paper trading:
Coming soon
Live trading:
Coming soon
Website:
schwab.com

Access & Control

  • Your funds remain with Charles Schwab.
  • Horizon cannot withdraw funds from your broker account.
  • You choose whether to enable a strategy for live trading.
  • You can manage or disconnect the account from Horizon.

Things to know

Available markets and features may depend on your Charles Schwab account. Review any broker charges and your Horizon plan before using a live strategy.


Frequently Asked Questions

Yes. You can build and backtest a strategy in Horizon before connecting a broker account. A connection is needed only when you move to a supported broker workflow.

Still have questions?Contact us