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Hedge - Broker Configuration
P2 - MediumReference 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, 3:07 PM by bob
Updated: Mon, Feb 16, 2026, 3:07 PM
Last accessed: Mon, Mar 16, 2026, 8:35 AM
ID: b5b07fcf-fa94-48f5-a3d7-7fee9f96c93d