Schwab Bank Statement Converter
Convert your Charles Schwab statement PDF to CSV, Excel, OFX, or QBO. Extract transactions automatically and download in the format you need. A dedicated parser is in development. Request support for this bank and we'll notify you when it's ready.
Request Schwab support
A dedicated parser for Schwabis in development. Leave your email and we'll notify you when it's ready.
Export formats
CSV
Universal spreadsheet format. Opens in Excel, Google Sheets, Numbers, or any data tool.
Excel (XLSX)
Native Microsoft Excel format with formatted columns and headers.
OFX
Open Financial Exchange format. Imports into Quicken, Mint, and most financial software.
QBO
QuickBooks Web Connect format. Direct import into QuickBooks Desktop and Online.
About Schwab statements
Charles Schwab is a leading financial services company offering brokerage, banking, and investment products. Their Schwab Bank checking account is popular for its no-ATM-fee policy.
Schwab Bank statements show transactions with Date, Description, Amount, and Balance. Brokerage statements have a more complex layout with multiple account sections.
How to convert your Schwab statement
- 01
Download your statement from Schwab
Log in to your Charles Schwab online banking, navigate to Statements & Documents, and download the PDF for the period you need.
- 02
Upload the PDF above
Drag and drop the PDF into the upload area on this page, or click to browse. The parser detects your bank automatically.
- 03
Preview your transactions
Review the extracted transactions in the preview table. Verify dates, descriptions, and amounts are correct.
- 04
Choose your format and download
Select CSV, Excel, OFX, or QBO and download your converted file. Import it into your accounting software or spreadsheet.
Frequently asked questions about Schwab statement conversion
Will Schwab Bank statements be supported?
Yes, Charles Schwab Bank statement support is coming soon. Request support for your bank and we'll notify you when it's ready.
Does this work with Schwab brokerage statements?
Currently, ConvertStatement focuses on bank account statements (checking/savings). Brokerage statement support may be added in the future.
How do I download my Schwab statement PDF?
Log in to schwab.com, go to 'Statements' under your account. Select the period and download the PDF. Schwab also sends monthly eStatements.
Is my Schwab statement data safe?
Yes. ConvertStatement processes files entirely in memory. No bank data is stored, logged, or shared. All transfers use HTTPS encryption. Your data is deleted from memory as soon as processing completes.
How much does it cost to convert a Schwab statement?
ConvertStatement offers 3 free conversions per month (CSV format). Paid plans start at $9/month for 200 pages with all export formats including Excel, OFX, and QBO.
Convert your Schwab statement now
No signup required. Upload your PDF and get results in seconds.
Upload Schwab statement