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 QIF

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.

Statemently converts Charles Schwab Trust Bank bank statement PDFs into QIF so you can sort, filter, and reconcile without retyping a single row. Statemently produces a tidy QIF file that imports directly into QIF.

Convert to QIF

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

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 QIF
Download the QIF file, choose the correct destination account type, then import it into QIF — your transactions land in neat columns, ready to review.

Why QIF?

Works with Quicken & more

QIF is read by Quicken, GnuCash, and many personal-finance apps — a long-standing import format.

Simple and portable

A clean, plain-text ledger of your transactions, ready to import.

Review before import

Confirm dates and amounts before the file reaches your books.

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 QIF converter free?

Yes. You can upload your Charles Schwab Trust Bank bank statement and download the extracted transactions as QIF 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 QIF?

Statemently gives you a clean QIF file. Open QIF 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 QIF.

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 OFX to QuickBooks (QBO)

Convert other statements to QIF

Bank of Ontario to QIF Bank of Pensacola to QIF Bank of Perry County to QIF Bank of Pontiac to QIF Bank of Prague to QIF Bank of Prairie du Sac to QIF Bank of Prairie Village to QIF Bank of Rantoul to QIF

Banks in Texas

Agility Bank to QIF Alliance Bank Central Texas to QIF Amarillo National Bank to QIF American Bank of Commerce to QIF American First National Bank to QIF American Momentum Bank to QIF American National Bank & Trust to QIF Amistad Bank to QIF

Convert your Charles Schwab Trust Bank bank statement to QIF

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

Convert a statement