Log into your Charles Schwab online banking, go to "Documents" or "Statements" section, then download the desired statement as PDF.
Convert Charles Schwab Bank Statements to Excel, CSV, or OFX
Convert Charles Schwab bank statement PDFs into Excel, CSV, or OFX files. Review the extracted transactions before downloading the result.
Try it with a Charles Schwab statement
Drop a Charles Schwab PDF statement and watch the extraction happen live. Instant preview, no signup required.
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1 file · 100 pages max · 2-page preview
Result preview
PDF · Before
Charles SchwabStatement — May 2026
05/02Salary payment+2,480.00
05/04Card · Supermarket-86.30
05/07Electricity bill-74.90
05/09CB Amazon-39.99
05/15Rent payment-720.00
Hours of data entrydone in seconds
Excel · After
statement_may_2026.xlsx
DateDescriptionAmountCategory
05/02Salary payment+€2,480.00Salary
05/04Card · Supermarket-€86.30Groceries
05/07Electricity bill-€74.90Utilities
05/15Rent payment-€720.00Housing
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Convert Charles Schwab statements to Excel Upload a PDF statement and export the extracted table as XLSX. Convert Charles Schwab statements to CSV Create a clean CSV for accounting imports, analysis, or reconciliation. Browse all supported bank guides Find guides for banks in your country and other supported regions.
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
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Download your Charles Schwab statement
Log into your Charles Schwab online banking, download your statement as PDF, then upload it to BankStatementLab.
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Automatic extraction
Our engine analyzes your Charles Schwab statement and automatically extracts all transactions: dates, descriptions, amounts.
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Export to Excel, CSV, or OFX
Download your structured file and import it into Excel, Google Sheets, or your accounting software.
Why convert your Charles Schwab statements with us?
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Charles Schwab statement guidance
Use the bank-specific format, download, date, and column notes on this page before reviewing the extracted rows.
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5 credits included
5 credits on signup, then 5/month. No credit card required to sign up.
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Secure and confidential
Source PDFs are deleted after processing. Exception: source PDFs for multi-table extractions by signed-in users may be retained for up to 7 days for quality review. Transfers are encrypted with TLS 1.3.
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Reviewable exports
Check the extracted table against the source statement before exporting to Excel, CSV, or a supported OFX workflow.
FAQ - Charles Schwab Statement Conversion
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