Convert Charles Schwab Statement PDFs to CSV
Convert Charles Schwab bank and brokerage statement PDFs into clean CSV files. Works with Schwab checking and investor checking statements.
Processed securely. Deleted after conversion.
No account required • One-time payment • Instant download
Output format
Available after you upload a PDF
About Charles Schwab statements
Schwab statements include transaction records for checking and brokerage accounts. BankToCSV extracts banking transactions from Schwab's statement format.
How to convert your Charles Schwab statement
- Download your Charles Schwab statement as a PDF from your online banking portal.
- Upload the PDF above — you can add up to 5 statements at once.
- Preview the extracted transactions to make sure everything looks right.
- Download your clean CSV file, ready for Excel, Google Sheets, or QuickBooks.
What you get
Clean data
Standardized columns: date, description, amount, city, state, and source file.
Privacy first
Your Charles Schwab statement is processed and deleted immediately. Nothing is stored.
No account needed
No sign-up, no login. Upload, convert, download.
Handles edge cases
Multi-page statements, scanned PDFs, and messy formatting — all handled.
BankToCSV works with Charles Schwab and all major banks. Convert any bank or credit card statement PDF into a clean CSV file in seconds. Also supports Bank of America, Chase, Wells Fargo, Capital One, American Express, Citibank, US Bank, PNC, TD Bank, and most other financial institutions.