this post was submitted on 17 Dec 2023
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Personal Finance

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Looking for a brokerage with functional, individual API access to, at least, account positions, balances, and equity/fund/bond prices. Used to be happy with TDA, but they got bought by Scwab, whose API has been "pending" for six months.

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Bonus points if it has a debit card. I would totally switch if it meant I could replace my current brokerage, which I use for a checking account as well.

Right now I use a budgeting app (Tiller) to pull balances, but the one I use doesn't pull tickers (unless i missed something). I think Personal Capital does, but AFAIK there's no API to pull that data into a spreadsheet. I really don't like using these third parties, so I would be happy to pay a bit if it meant I could do it directly.