Convert Charles Schwab Bank Statements to Excel & CSV
Upload your Charles Schwab PDF bank statement and get clean, structured data in Excel or CSV format. Free, accurate, and secure.
Ready to Convert Your Charles Schwab Statement?
Upload your Charles Schwab PDF bank statement and get clean Excel or CSV data in seconds. Free to try, no credit card required.
Convert Charles Schwab Statement NowAbout Charles Schwab Statement Format
Charles Schwab PDF statements cover both brokerage and banking activity in a detailed, multi-section format. Checking account statements list transactions chronologically with date, description, and amount, plus a running balance. Brokerage statements are more complex, including account value summaries, income earned, and transaction details for trades, dividends, and transfers across multiple pages.
Statement Features
- Checking account transactions with date, description, amount, and running balance
- Brokerage statements include account value summary, holdings, and transaction history
- Income summary section showing dividends and interest received
- Combined statements may include both checking and brokerage activity
How to Convert Charles Schwab Statements to Excel
Download Your Statement
Log in to your Charles Schwab online banking and download your statement as a PDF.
Upload the PDF
Go to our homepage and drag your Charles Schwab PDF into the upload area.
Download Excel / CSV
Your transactions are extracted automatically. Download as Excel or CSV instantly.
Tips for Charles Schwab Statement Conversion
- Download statements from schwab.com under the Statements tab within your account
- Schwab checking account statements convert straightforwardly to Excel like any bank statement
- Brokerage statements contain multiple sections — the converter extracts the transaction detail tables
- Schwab provides online statements for up to 10 years for most account types
Charles Schwab Statement FAQ
How do I download my Charles Schwab bank statement as a PDF?
Sign in to schwab.com, go to the Accounts tab, and click 'Statements.' Select the account and statement period, then download the PDF. Schwab retains statements online for up to 10 years.
Can I convert Schwab brokerage statements to Excel?
Yes. Charles Schwab brokerage statement PDFs can be converted, and the converter will extract the transaction detail sections including trade dates, descriptions, and amounts. The account summary and holdings sections are also captured.
Does Charles Schwab offer CSV export for transactions?
Schwab provides CSV export for recent transaction history from the account activity page for both checking and brokerage accounts. For complete monthly statements with all summaries, fees, and official balance records, converting the PDF is the most thorough option.