# Use BotSpot with Charles Schwab

Connect Charles Schwab to the BotSpot AI trading workspace for conversational research, supported user-approved trading actions, and complete automated strategy workflows across Stocks and Options.

By [BotSpot editorial team](https://botspot.trade/about#editorial-policy) · Updated October 2, 2026

## What BotSpot adds to Charles Schwab

Charles Schwab supplies the connected account and eligible order execution. BotSpot adds the conversational agent, research workflow, explicit trade approvals, strategy code, backtests, revisions, and operations layer.

- Research an idea before choosing whether to trade it directly or automate it.
- Prepare a one-time order for review and approval when the connected account, asset, and BotSpot action support it.
- Build, revise, backtest, and operate a complete Lumibot algorithm.
- Use BotSpot directly or work through compatible clients such as ChatGPT, Claude, Cursor, and Codex.

## Charles Schwab connection details

Current BotSpot connection data lists Stocks and Options with live trading. Available connection methods are OAuth.

Broker products, permissions, market data, fees, regional eligibility, and order support can change. Confirm current requirements with the broker before connecting or trading.

- OAuth: live trading.

## Connect and inspect your Charles Schwab account

Use the Connect Charles Schwab link to open the broker-specific setup in BotSpot. Authenticate using one of the listed methods and verify the resulting account and mode in Broker Connections. Connection success alone does not establish order permissions, market-data access or live readiness.

- Check that the connected broker, account and trading mode match your intended workflow.
- Confirm asset eligibility, account approvals, data subscriptions and broker fees in the broker’s own documentation.
- Keep credentials in the protected connection flow, never in prompts or public strategy code.
- If a connection or action is unavailable, inspect the visible connection status and broker requirements before retrying. A connected account does not bypass approval of an order or deployment.

## Trading safety

A broker connection does not authorize BotSpot to trade without your controls. One-time high-risk actions require explicit review and approval. Automated strategies require separate deployment decisions and remain exposed to market and execution risk.

## Related resources

- [MCP for Agents](https://botspot.trade/agents)
- [View every supported broker](https://botspot.trade/brokers)
- [Review BotSpot pricing](https://botspot.trade/pricing)