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Convert Charles Schwab Bank Statement to CSV

Turn your Charles Schwab PDF statement — digital, scanned, or a phone photo — into CSV in seconds. A universal comma-separated file that imports into virtually any spreadsheet or accounting tool. Bank and brokerage statements.

Charles Schwab → CSV

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

or browse files

PDF · PNG · JPG · WEBPUp to 20MB · 50 pages

Encrypted in transit · Processed in memory · Deleted immediately

How to convert a Charles Schwab statement to CSV

  1. 1Upload your Charles Schwab statement — a PDF, scan, or phone photo. No conversion to images needed.
  2. 2Our vision AI reads the transactions and reconciles them against the running balance, flagging any misread digits.
  3. 3Review and edit the table if you like, then click Export and choose CSV.
  4. 4Import the .csv into your spreadsheet or accounting software. It ships with a UTF-8 byte-order mark so symbols and accented names render correctly everywhere.

Charles Schwab to CSV — questions

Is converting Charles Schwab statements to CSV free?+

Yes — the free tier converts up to 10 pages a month with no credit card. Larger volumes are covered by Pro and Business plans.

Does it work with scanned Charles Schwab statements?+

Yes. Upload a scan or a phone photo of your Charles Schwab statement — the AI reads it, not just clean digital PDFs.

How do I use the CSV file?+

Import the .csv into your spreadsheet or accounting software. It ships with a UTF-8 byte-order mark so symbols and accented names render correctly 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.

Prefer another format? Charles Schwab to Excel · Charles Schwab to QuickBooks · Charles Schwab to Xero

From a different bank? Convert any bank statement to CSV.

See all Charles Schwab options or other United States banks.

How to download your Charles Schwab statement

  1. 1Sign in at schwab.com.
  2. 2Go to “Statements” under the account.
  3. 3Download the monthly statement PDF.
  4. 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.

Guides for converting Charles Schwab statements

How do I convert a bank statement to CSV for my accounting software?Can I convert a scanned bank statement to Excel?Is it safe to convert a bank statement online?Is there a free bank statement converter?

See all bank statement guides.