Charles Schwab → OFX for Estate Agents
As an estate agent, 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 estate agents work
Download and use with Reapit, Alto by Vebra. Convert your client money and office account statements to structured spreadsheets for faster reconciliation and compliance reporting.
Charles Schwab + OFX + Estate Agents
- 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 estate agents — Saves 2-3 hours per week on client money account reconciliation and commission tracking across property completions
Charles Schwab to OFX — For Estate Agents
Handles MM/DD/YYYY, outputs perfect OFX. Free tier available.
Convert Charles Schwab to OFX Free