pdftoexcel

Convert your Charles Schwab statement to Excel

Schwab Bank High Yield Investor Checking and Investor Savings. Drop a PDF and get back a verified XLSX, CSV, or QBO in seconds.

How the Charles Schwab conversion works

  1. 1. Drop your Charles Schwab Bank PDF — monthly statement or a combined multi-month export, up to 25 MB. Password-protected PDFs work too.
  2. 2. Parse & reconcile — every transaction is extracted and the sum is checked against ending balance minus beginning balance within $0.01.
  3. 3. Download XLSX, CSV, or QBO — one click each, or batch up to 10 statements and download them as a single ZIP.

Supported Charles Schwab statement types

We handle checking and savings PDFs from Charles Schwab Bank.

  • checking
  • savings

Frequently asked questions

Is my Charles Schwab statement stored on your servers?
No — the PDF is parsed in memory and never persisted. Only the extracted JSON is kept for your account history, and even that respects a 24-hour retention default.
What does the "Verified" badge mean?
Every export is reconciled: the sum of transaction amounts must match (ending − beginning) within $0.01. If it doesn't, you see an honest "failed" status instead of a silently broken export.
Do password-protected Charles Schwab statements work?
Yes — the upload prompts for a password and decrypts the PDF in memory during parsing.
Can I upload several Charles Schwab statements at once?
Drop up to 10 PDFs in one batch. Each runs through the queue with its own status row, then a single ZIP download packages all converted files in XLSX, CSV, or QBO.

Other banks we convert