How to download a Charles Schwab statement PDF
Sign in at schwab.com, open Statements, and download the bank-account PDF. Investor checking and brokerage statements are separate files.
What this converter looks for
Bank and brokerage PDFs use different sections. Convert the bank statement you reconcile, not a trade confirmation.
Output is Excel or CSV with date, description, debit, credit and amount columns. A matching total does not prove every description is correct.
Limits
One PDF at a time. Large files process in the background; files over 1 GB need a paid plan. Password-protected PDFs are rejected. English-language native PDFs and clear English scans work best.
Independent tool BankExcel Converter is not affiliated with, endorsed by, or sponsored by Charles Schwab Bank, SSB or The Charles Schwab Corporation. Bank and product names are used only to describe statement formats.
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