Automate your Charles Schwab account.
JorgAI is an AI auto-trading platform that connects to your existing Charles Schwab brokerage account. You set the risk rules once, and the AI scans the market through the trading session and places trades inside your own Schwab account. Your money never leaves Schwab, and JorgAI has zero withdrawal permissions.
Zero withdrawal permissions · 7-day free trial · no credit card
Connection method
OAuth sign-in on schwab.com
Stocks and ETFs
Supported, commission-free at Schwab
Crypto
Not supported by Schwab
Withdrawal access
None. Trades only
How JorgAI connects to Schwab
- 1Have a Charles Schwab brokerage account. Accounts inherited from TD Ameritrade count.
- 2In JorgAI, go to Settings, then Broker, and pick the Schwab tile.
- 3Click Connect with Schwab. A Schwab sign-in page opens on schwab.com.
- 4Sign in with Schwab directly and approve access.
- 5Schwab sends you back to JorgAI, connected and ready.
New to Schwab? Open an account at schwab.comexternal
JorgAI never sees your Schwab password or your two-factor code. Schwab handles the sign-in itself and returns only an authorization token, which is encrypted before it is stored and is never logged or returned in any API response. You can revoke it any time from Schwab's connected-apps settings.
Watch the walkthrough
Schwab at a glance.
- Connection method
- OAuth sign-in on schwab.com
- Stocks and ETFs
- Supported, commission-free at Schwab
- Crypto
- Not supported by Schwab
- Withdrawal access
- None. Trades only
- TD Ameritrade accounts
- Supported after migration
- Free trial
- 7 days, no credit card
New to Schwab? What to expect.
The plain-English basics for anyone opening their first Schwab account.
- Cost per stock trade
- $0
- Minimum to open
- $0
- Account fees
- None
- Your money's protection
- SIPC insured
- Who they are
- Founded 1971
- Time to open an account
- ~10 minutes
Commission-free online stock and ETF trades. JorgAI trades stocks, so the AI's trades cost nothing in commissions.
No minimum deposit to open a standard brokerage account.
No monthly maintenance or annual fee on a standard brokerage account.
Securities protected up to $500,000, including $250,000 for cash claims.
One of America's largest and best-known brokers, with tens of millions of customer accounts.
Fully online. Most accounts are approved the same day.
What to know before you connect.
Schwab asks you to reconnect periodically
Schwab's own authorization policy expires the connection on a regular cycle, so you will be prompted to sign in again from time to time. This is Schwab's security design, not a JorgAI limitation. Reconnecting is the same one-click sign-in as the first time.
No crypto on Schwab
Schwab does not offer crypto trading, so a Schwab connection covers stocks and ETFs. If crypto matters to you, Alpaca is the broker that supports it.
You keep every control
Auto-trading is off until you turn it on. You set the stop-loss, the daily loss brake, position sizing, and how aggressive the AI is allowed to be. You can pause it in one click.
One broker at a time
JorgAI connects to one brokerage at a time. Switching brokers later clears the trade history for a clean slate, and your new positions and balances sync automatically.
Frequently asked questions
Can I automate trading on Charles Schwab?
Yes. JorgAI connects to your Schwab account through Schwab's own OAuth sign-in and places trades according to rules you set. Schwab does not offer built-in AI automation, so a third-party platform like JorgAI is how automated trading is added to a Schwab account.
Does JorgAI see my Schwab password?
No. Sign-in happens on schwab.com, handled by Schwab. JorgAI receives only an authorization token, which is encrypted at rest and never logged.
Can JorgAI withdraw money from my Schwab account?
No. The connection has zero withdrawal permissions. It can place trades according to your rules, but funds cannot be moved out of your account by JorgAI.
Does it work with a TD Ameritrade account?
Yes, if your account has migrated to Charles Schwab. Accounts inherited from TD Ameritrade connect the same way as any other Schwab account.
What does it cost?
JorgAI plans start at $14.99 per month, with a 7-day free trial on paid plans and no credit card required to start. Schwab charges its own commissions, which are $0 for stocks and ETFs.
Can I stop the AI at any time?
Yes. Auto-trading can be paused in one click, and you can disconnect the broker entirely or revoke JorgAI's access from Schwab's connected-apps settings.
Guides for Schwab traders
Documentation
Put your Schwab account to work.
Answer four questions, see your AI trader, and connect when you are ready. Nothing is charged today.
JorgAI is an independent software provider and is not affiliated with, endorsed by, or sponsored by Charles Schwab. Charles Schwab is a trademark of its respective owner. Trading involves substantial risk of loss.