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 brokerage 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.

Need your Charles Schwab brokerage statement in OFX? Statemently extracts every transaction from the PDF and turns it into a clean OFX export — usually in just a few seconds. Statemently produces a tidy OFX file that imports directly into OFX.

Convert to OFX

How to convert a Charles Schwab brokerage statement to OFX

1
Upload your Charles Schwab brokerage statement
Drag and drop your Charles Schwab brokerage 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 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 statements

Charles Schwab statements can combine cash activity, trades, and balances, which makes manual data entry especially tedious. 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 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 to OFX converter free?

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

Will it work with my Charles Schwab brokerage statement?

It works with text-based Charles Schwab PDFs — the kind you download directly from Charles Schwab. 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 transactions appear in organized columns.

Can I edit transactions before downloading?

Yes. Every row from your Charles Schwab brokerage 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 formats

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

Convert other statements to OFX

Hibernia Bank to OFX Hickory Point Bank and Trust to OFX High Country Bank to OFX High Plains Bank to OFX High Plains Bank to OFX Highland Bank to OFX Highland Federal Savings and Loan Association to OFX Highland State Bank to OFX

Convert your Charles Schwab brokerage statement to OFX

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

Convert a statement