What kind of PDFs are supported?

Text-based statement PDFs work today — the kind you download directly from your bank. Scanned or photographed statements need OCR, which is coming soon.

Which banks does it work with?

A generic parser handles most common statement layouts. Bank-specific templates for major banks are on the roadmap to push accuracy even higher.

What formats can I export?

Both CSV and Excel (XLSX). Every export reflects any edits you make in the review table.

Can I fix incorrect rows?

Yes. Every extracted row is editable inline before export, and a confidence score flags anything worth a second look.

Convert Charles Schwab Trust Bank bank statements to OFX

Q: Is my financial data secure?

Files are processed privately and are never shared or sold. Uploads are kept only as long as needed to produce your export.

Upload a Charles Schwab Trust Bank bank statement PDF and get a structured OFX file back. Dates, descriptions, amounts, and balances are parsed automatically. Statemently produces a tidy OFX file that imports directly into OFX.

Convert to OFX

How to convert a Charles Schwab Trust Bank bank statement to OFX

1
Upload your Charles Schwab Trust Bank bank statement
Drag and drop your Charles Schwab Trust Bank bank statement PDF onto Statemently, or click to browse. Text-based PDFs up to 10 MB are supported.
2
Let Statemently extract the transactions
Statemently reads the Charles Schwab Trust Bank PDF and automatically pulls out every transaction — date, description, amount, and running balance.
3
Review and fix any rows
Check the extracted table and edit any cell inline. A confidence score flags anything worth a second look before you export.
4
Download and import into OFX
Download the OFX file, choose the correct destination account type, then import it into OFX — your transactions land in neat columns, ready to review.

Why OFX?

Universal bank format

OFX imports into Quicken, GnuCash, and most accounting tools with no column mapping.

Structured, not guessed

Dates, amounts, and descriptions are written into the fields your software expects.

Review before import

Check every transaction first, then import a clean OFX file.

About Charles Schwab Trust Bank statements

Headquarters: Westlake, TX
Established: 2018
Insured: FDIC-insured

Charles Schwab Trust Bank is headquartered in Westlake, TX and has served customers since 2018. Charles Schwab Trust Bank bank statements are usually downloaded as PDFs from online banking, which look fine on screen but are painful to copy into a spreadsheet. Rather than retyping every line, let Statemently read the PDF and rebuild the transaction table for you — accurately and in seconds.

To get your statement, sign in to Charles Schwab Trust Bank online banking or mobile app, open the account, and download the statement period you need as a PDF — then upload it here.

Frequently asked questions

Is the Charles Schwab Trust Bank to OFX converter free?

Yes. You can upload your Charles Schwab Trust Bank bank statement and download the extracted transactions as OFX at no cost.

Will it work with my Charles Schwab Trust Bank bank statement?

It works with text-based Charles Schwab Trust Bank PDFs — the kind you download directly from Charles Schwab Trust Bank. Scanned or photographed statements need OCR, which is coming soon.

How do I get my transactions into OFX?

Statemently gives you a clean OFX file. Open OFX and import that file — your Charles Schwab Trust Bank transactions appear in organized columns.

Can I edit transactions before downloading?

Yes. Every row from your Charles Schwab Trust Bank bank statement is editable inline, so you can correct anything before exporting to OFX.

Is my financial data secure?

Files are processed privately and are never sold or shared. Uploads are kept only as long as needed to produce your export.

Other Charles Schwab Trust Bank formats

to Excel to CSV to Google Sheets to QuickBooks CSV to Xero CSV to Wave CSV to QuickBooks (QBO)to QIF

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Convert your Charles Schwab Trust Bank bank statement to OFX

Upload a PDF, review the transactions, and download in seconds. Free and private.

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