Convert Charles Schwab Bank Statement PDF to CSV & Excel

Downloading statements from Charles Schwab gives you a PDF - fine for reading, useless for bookkeeping. Our converter turns Charles Schwab statement PDFs into clean CSV rows (date, description, money in, money out, balance) you can open in Excel or import into QuickBooks and Xero in seconds.

Convert a Charles Schwab statement — free See pricing
First page free · No card required · Files deleted after conversion

How to convert a Charles Schwab statement

1Download the PDFLog in to Charles Schwab Bank online banking and download your statement as a PDF.
2Upload itDrop the PDF into the converter. AI extraction reads the transaction table automatically (USD amounts, MM/DD/YYYY dates).
3Download CSVGet clean rows — date, description, money in, money out, balance — ready for Excel, QuickBooks, or Xero.

Built for Charles Schwab statements

Common questions

How do I convert a Charles Schwab bank statement PDF to CSV?

Download the statement PDF from Charles Schwab online banking, upload it above, and download the extracted transactions as CSV. The first page is free and no account is needed to test it.

Is it safe to upload my Charles Schwab statement?

Files are processed over HTTPS and are not stored after conversion. Your statement data is never shared with third parties.

Does it work with credit card statements too?

Yes - credit card and checking/savings statements both work, as long as the PDF contains selectable text or a clear scan.

What if my statement is a scanned image?

Clear scans usually work thanks to OCR, but text-based PDFs (downloaded directly from online banking rather than scanned on paper) give the most accurate results.

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