Each Line of Business manages their own rules regarding the creation of apps. In some cases you may be required to create and test an app in the Sandbox Environment, then request approval to Promote that App to the Production Environment.
1
Access the Developer Dashboard
- Go to the Schwab Developer Portal and sign in to your account.
- You must either be a member of a company, or an Individual Developer and be approved to use the API Product.
2
Create an App
- Select Dashboard link in the main menu.
- Select Apps from the navigation menu.
- Select Create App.
- Fill in the App Name field and add
https://api.nango.dev/oauth/callbackas your Callback URL. - Select an API Product. This will subscribe your App to that API Product.
- Click Submit to create your app.
3
Get your credentials
- Upon successful creation and approval, navigate to your app’s details page.
- Your app’s Client ID and Client Secret will be found in the App Details section.
- Copy both values and save them securely. You’ll need these when configuring your integration in Nango.
4
Next
Follow the Quickstart to connect your first account.
App Approval and Status
Your app may go through different statuses during the creation and approval process:- Pending - Awaiting Admin review and approval.
- Sandbox - Approved Sandbox access. The App is ready for testing.
- Active (Approved) - The app has been approved and is available for use.
- Rejected/Denied - App creation has not been approved. Contact Support for details.
- Inactive (Revoked) - The app has been disabled and will be unavailable for use until it has been re-activated.
Many API Products are configured to auto-approve Sandbox App creation. In cases where Sandbox Apps are not auto-approved, a Pending (approval) status will be displayed until approved.