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Hedge - Broker Configuration

P2 - Medium
Reference Hedge

Broker Accounts

Account Broker API Access
Trading Alpaca ✅ Yes (signed up 2026-02-16)
Roth IRA Schwab ⚠️ TBD - check API availability
401K Vanguard (employer plan) ❌ No API (guidance only)

Schwab API Notes

Schwab acquired TD Ameritrade. Their API situation:

  • Old TD Ameritrade API was excellent
  • Schwab Trader API launched 2024
  • Requires developer account approval
  • May have limitations vs TD API

Need to check: Does Henry have access to Schwab API for IRA?
Alternative: Manual execution based on recommendations (like 401K)

Created: Mon, Feb 16, 2026, 11:07 PM by bob

Updated: Mon, Feb 16, 2026, 11:07 PM

Last accessed: Wed, Apr 1, 2026, 11:53 PM

ID: b5b07fcf-fa94-48f5-a3d7-7fee9f96c93d