Convert Charles Schwab statements to Excel, CSV & JSON
Schwab checking statements are straightforward, but combined brokerage-and-banking documents interleave cash activity with securities sections. The converter extracts the banking activity table and skips the holdings pages, producing a clean cash-transaction export.
Drop your bank statement here
PDF, JPG, or PNG — or browse files
5 pages free per day · Files are deleted right after conversion
How to download your Charles Schwab statement
- Sign in to schwab.com and open your account's statements or documents section.
- Choose the statement period you need and download it as a PDF. Monthly statements are usually available going back several years.
- Drop the PDF into the converter above — password-protected files and phone photos of paper statements work too.
What you get
- Verified rows — every transaction is checked against the printed running balance; anything doubtful is flagged amber for review, never silently wrong.
- A real editor — fix a date or amount inline before export, spreadsheet-style.
- Clean exports — Excel, CSV, or JSON with USD amounts as proper numbers, ready for bookkeeping software.
- Privacy by default — the original PDF is deleted the moment processing ends. ParseBank never trains AI models on your data.
Frequently asked questions
How do I convert a Charles Schwab statement to Excel?
Download your statement as a PDF from schwab.com, drop it into the converter above, and download the result as XLSX, CSV, or JSON. No signup is needed for up to 5 pages per day.
Is it safe to upload my Charles Schwab statement?
Yes. Your PDF is processed over an encrypted connection and the original file is deleted from our servers the moment conversion finishes. Extracted data is kept only as long as your retention setting allows (24 hours for guests), and your data is never used to train AI models.
How accurate is the conversion for Charles Schwab statements?
Every extracted row is checked against the running balance printed on the statement. Any row that doesn't reconcile is highlighted for review in the built-in editor, so errors can't slip silently into your spreadsheet.
Does it work with password-protected Charles Schwab PDFs?
Yes. If your statement is password-protected, you'll be prompted for the password, which is used once to unlock the file and never stored. Scanned statements and phone photos work too.