Convert Charles Schwab Statement to Excel or CSV
Transform your Charles Schwab PDF bank statements into usable Excel or CSV files in just a few clicks.
About Charles Schwab
Charles Schwab is one of America's largest financial services firms, offering brokerage, banking, and wealth management. Their Schwab Bank checking accounts come with no ATM fees worldwide. PDF statements feature a detailed transaction register with trade dates, settlement dates, descriptions, and balance information.
Pro tip — How to download your statements
On schwab.com, go to Service > Statements. Schwab provides comprehensive statements that include both banking and brokerage activity — our converter extracts the banking transactions accurately.
How to convert your Charles Schwab statement
Download your Charles Schwab statement
Log into your Charles Schwab online banking, download your statement as PDF, then upload it to BankStatementLab.
Automatic extraction
Our engine analyzes your Charles Schwab statement and automatically extracts all transactions: dates, descriptions, amounts.
Export to Excel or CSV
Download your structured file and import it into Excel, Google Sheets, or your accounting software.
Why convert your Charles Schwab statements with us?
Charles Schwab compatible
Our tool is optimized for Charles Schwab statements. Format automatically recognized.
Free to start
5 credits on signup, then 5/month. No credit card required to sign up.
Secure and confidential
Your files are automatically deleted after 24 hours. TLS 1.3 encryption.
Instant export
Conversion in less than a minute. Instant download.
FAQ - Charles Schwab Statement Conversion
Log into your Charles Schwab online banking, go to "Documents" or "Statements" section, then download the desired statement as PDF.
Yes, our tool is compatible with Charles Schwab checking accounts, savings accounts, and joint accounts. Both recent and older formats are supported.
Absolutely. We use TLS 1.3 encryption and automatically delete your files after 24 hours. We never store your banking credentials.
Yes, you can upload up to 5 files simultaneously. Each page uses 1 credit (5 on signup, then 5/month).
Ready to convert your Charles Schwab statements?
Create your free account. 5 credits on signup, then 5/month. 1 credit = 1 page.
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