Charles Schwab Statement to Excel Converter

Charles Schwab statements are downloaded from Schwab's client portal or mobile app, generally under a statements or documents section, as a PDF, for both brokerage and Schwab Bank accounts. Schwab is primarily a brokerage firm, and its bank arm is best known for the Schwab Bank Investor Checking account, typically paired with a brokerage account and well known for reimbursing ATM fees worldwide. Schwab has long supported exporting transaction history as CSV or QFX directly from the account, a feature heavily used by investors who track finances in Quicken.

That CSV or QFX export beats a PDF whenever Schwab offers it — CSV → QBO turns a CSV into Excel, QBO or OFX. This page is for the PDF statement itself: useful outside the export's date range, or simply when a plain spreadsheet is what you need rather than an accounting-software import.

Charles Schwab and Schwab Bank are trademarks of The Charles Schwab Corporation. This tool is independent and not affiliated with, endorsed by, or sponsored by Charles Schwab.

Everything happens locally when you convert a Charles Schwab statement here — the browser's built-in PDF engine reads the file, and this page has no server or upload endpoint at all. Watching your browser's network tab during conversion will confirm it: no request carries the file anywhere. It also works with no internet connection once the page has loaded. See the privacy page for the complete policy.

Because a PDF has no real table, only text sitting at coordinates on the page, this tool rebuilds rows by grouping same-line fragments left to right the way your eye would. Headers and footers that repeat on every page are recognized and skipped, an orphaned continuation line is reattached to the transaction above it, and every negative-amount style — parentheses included — collapses into a single signed Amount column. The final figure on each line is kept as the running balance rather than folded into your totals.