Charles Schwab Statement to Excel Converter
Convert Schwab brokerage and bank statements to Excel.
Convert Charles Schwab StatementTry 3 pages free • No signup • Files auto-deleted after analysis
Drop your statement here — 3 pages free, no signup
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Supported formats: CSV, PDF, XLS, XLSX, OFX • 3 pages free, no signupCharles Schwab statements cover brokerage, checking, and IRA activity in formats that do not paste cleanly. Upload the PDF, let AI extract every transaction, and download categorized Excel. Works with Schwab One brokerage and investor checking statements.
Built for Charles Schwab checking, savings, and credit-card statements
AI extraction — no retyping transaction tables
Automatic spending categories
Excel, budget-template, and PDF export
Password-protected PDFs supported
Try 3 pages free, no signup — files auto-deleted after analysis
How it works
1. Upload
Drop your Charles Schwab statement — PDF, CSV, XLS, or OFX.
2. Extract & categorize
AI reads the layout and assigns budget categories.
3. Export
Download Excel or keep working in the dashboard.
Frequently asked questions
How do I convert a Charles Schwab statement to Excel?
Upload the Charles Schwab PDF, CSV, or OFX on the homepage. AI extracts every transaction, categorizes it, and you download Excel. Password-protected files are supported.
Is the Charles Schwab converter free to try?
Yes. You can convert 3 pages instantly with no signup. Longer PDFs show a secured preview first; unlock that file for $4.99. Files are deleted after analysis.
Does it work with scanned Charles Schwab PDFs?
If the PDF is a photo or scan, we run OCR on the page images. A CSV/Excel export from your bank is still the most reliable backup.
Ready to try it?
Convert Charles Schwab StatementWorks with your bank
United States