Convert Charles Schwab Bank Statement to Excel
Upload your Charles Schwab PDF statement — digital, scanned, or a phone photo. Get clean Excel, CSV, or QuickBooks data in seconds. Bank and brokerage statements.
Works with Charles Schwab statements
Upload your statement
Drag & drop a PDF, scan, or photo — any bank. Our AI extracts every transaction and exports to Excel, CSV, QBO, or OFX.
Drag & drop your statement here
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Encrypted in transit · Processed in memory · Deleted immediately
How it works with Charles Schwab statements
- • Charles Schwab typically exports monthly statements as PDF — upload them directly, no conversion to images needed.
- • Personal and business Charles Schwab layouts can differ; our vision AI reads Charles Schwab's format without pre-built templates.
- • Amounts are reconciled against the running balance, so misread digits get flagged for you to check.
- • Currency: USD. Multi-currency Charles Schwab statements are supported.
How to download your Charles Schwab statement
- 1Sign in at schwab.com.
- 2Go to “Statements” under the account.
- 3Download the monthly statement PDF.
- 4Upload it to StatementFlow.
Charles Schwab statement formats we handle
Schwab Bank Investor Checking, brokerage, and Schwab One statements.
Schwab brokerage statements mix cash activity with trades and dividends across several pages; StatementFlow pulls the cash-activity lines and reconciles them, giving you a bank-style ledger instead of the full brokerage report.
Charles Schwab — questions
Can I convert Charles Schwab scanned statements?+
Yes. Upload a scan or even a phone photo of your Charles Schwab statement — our vision AI reads it, not just clean digital PDFs.
Does it work with Charles Schwab business statements?+
Yes — Charles Schwab personal and business statement layouts both work, with no per-format setup.
Which export format should I use for Charles Schwab + QuickBooks?+
Use QBO — it imports directly into QuickBooks. For Xero or most other tools, use OFX. Excel and CSV work everywhere.
Is my Charles Schwab data safe?+
Your file is processed in memory to extract the transactions and then deleted immediately. We never store your Charles Schwab statements.
Export Charles Schwab statements to
Browse all United States banks.
Guides for Charles Schwab statements
See all bank statement guides.