Optimized for Charles Schwab 2026

Convert Charles Schwab Statements to Excel.

Stop fixing formatting errors manually. Our model specifically handles Charles Schwab layouts with complex vector graphics .

Detects and fixes: Text misalignment during OCR processing
Handles: Detects realized vs unrealized gain sections in brokerage statements.

Built for finance workflows

Bank statements Mortgage underwriting Bookkeeping Audit prep
Charles Schwab logo Charles Schwab Parser
Upload → Preview → Export

Drag & drop Charles Schwab statements

PDF, JPG, PNG up to 50MB

Example 2024-01-Charles-Schwab-Statement.pdf
Upload Charles Schwab statement

Scan statement

Capture pages and upload in one batch.

Starting camera…

Camera unavailable

Captured pages

Add multiple photos, then upload.

Tip: Keep all edges visible and hold the page steady.

Encrypted uploads Auto-deletion policy

Accuracy comparison

Generic OCR vs a Charles Schwab-tuned model

Most converters treat statements like plain text. We preserve the table structure so your Excel is audit-ready.

Generic OCR

Fast, but brittle for multi-page statements.

  • Column drift when headers repeat or fonts change mid-page.
  • Missing rows when footers overlap or tables are “invisible”.
  • Manual cleanup to reconcile debits/credits and dates.

Typical outcome

15–30 minutes of fixes in Excel per statement.

PDF2TEXT.AI – Charles Schwab model

Recommended

Tuned to the statement layout used by Charles Schwab.

  • Layout fidelity that keeps columns aligned across pages.
  • Detects complex vector graphics and fixes Text misalignment during OCR processing.
  • Audit-ready Excel with dates, descriptions, and amounts in the right columns.

Typical outcome

Clean output in seconds, ready for underwriting and reconciliations.

Speed

~3s

Upload statement

Prefer CSV? Download it free

3 steps inside Charles Schwab online banking.

Open Charles Schwab login
1

Log in to your Charles Schwab account.

2

Navigate to the 'Documents' section.

3

Select the desired statement and choose 'Download as CSV'.

Only have a PDF? Upload instead

Upload is encrypted in transit.

Bank-specific signals

How we parse Charles Schwab statements

The PDF uses complex vector graphics for tables, making text extraction difficult.

Layout quirk

complex vector graphics

We reconstruct the table grid so columns stay aligned.

Auto-fixes

Text misalignment during OCR processing

Auto-corrected

Excel output

  • Date
  • Description
  • Debit / Credit
  • Balance

FAQ

Questions accountants ask

Why does Charles Schwab PDF conversion fail in Excel?

Generic converters fail because Charles Schwab often uses The PDF uses complex vector graphics for tables, making text extraction difficult.. Our bank-specific model recognizes this layout and keeps columns aligned.

Do you support scanned (image) statements?

Yes. We run OCR on images and scanned PDFs, then reconstruct tables so the spreadsheet matches the original statement structure.

How far back does Charles Schwab keep statements?

Most banks provide 12–24 months online and may keep older statements available by request. Check the statements archive or contact support for older periods.