Charles Schwab → OFX for Consultants
As consultant, you need Charles Schwab bank statements in OFX format. Schwab brokerage and checking account statements include investment transactions alongside banking. BankScan AI separates and converts the banking transactions. BankScan AI handles the conversion — MM/DD/YYYY, combined statement with separate banking and brokerage sections; checking shows Date, Description, Withdrawals, Deposits, and Balance, and all.
How It Works
Upload Charles Schwab PDF
Drop your Charles Schwab statement PDF. Supports PDF.
AI converts to OFX
Parses Charles Schwab's MM/DD/YYYY, extracts all transactions, outputs OFX (.ofx).
Use in your consultants work
Download and use with Xero, FreeAgent. Convert your bank statements to structured spreadsheets to match client payments, track project expenses, and prepare invoices and tax returns efficiently.
Charles Schwab + OFX + Consultants
- Charles Schwab expertise — Handles MM/DD/YYYY and combined statement with separate banking and brokerage sections; checking shows Date, Description, Withdrawals, Deposits, and Balance
- OFX output — Accounting software treats OFX imports like a native bank feed — transactions appear in the bank reconciliation screen ready for matching, rather than requiring manual column mapping.
- Built for consultants — Saves 1-2 hours per month on client payment reconciliation and expense tracking across multiple concurrent engagements
Charles Schwab to OFX — For Consultants
Handles MM/DD/YYYY, outputs perfect OFX. Free tier available.
Convert Charles Schwab to OFX Free