Charles Schwab → OFX for Property Managers
As property manager, 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 property managers work
Download and use with AppFolio, Buildium. Convert property management bank statements to Excel to reconcile rent payments, track maintenance costs, and prepare owner distribution reports.
Charles Schwab + OFX + Property Managers
- 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 property managers — Saves 4-6 hours per week on rent collection reconciliation and owner distribution preparation for a property manager with 100+ units
Charles Schwab to OFX — For Property Managers
Handles MM/DD/YYYY, outputs perfect OFX. Free tier available.
Convert Charles Schwab to OFX Free