Convert a Charles Schwab statement PDFto CSV, Excel or Tally XML, free
Charles Schwab Bank Investor Checking statements convert with the Type column (DEB, POS, CR, ATM) preserved.
Drop your Charles Schwab PDF
Charles Schwab Bank Investor Checking statements convert with the Type column (DEB, POS, CR, ATM) preserved.
Confirm parsed rows
Schwab uses a full 4-digit year on every row ("04/15/2024"). Seven columns total including transaction type and check number.
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Charles Schwab-specific notes
Transaction type codes
The two- and three-letter codes (DEB, POS, CR, ATM, WD) are preserved as part of the description so your accounting tool sees them.
Common questions about Charles Schwab statements
Does this support Schwab brokerage statements too?
Schwab One brokerage statements work as well. The converter reads the Transaction Detail table (trade date, action, security, quantity, price, amount), files buys and wires out as money out, and sells, dividends and interest as money in. Quantity and unit price land in the reference column. Other brokers are not covered, so a Fidelity or Vanguard PDF gets a generic read that may need cleanup.
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