Charles Schwab → OFX for Solicitors
As solicitor, 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 solicitors work
Download and use with Clio, LEAP Legal Software. Convert client and third-party bank statements to searchable, sortable Excel spreadsheets for faster case analysis and evidence preparation.
Charles Schwab + OFX + Solicitors
- 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 solicitors — Saves 1-2 hours per case on financial disclosure analysis, with complex matrimonial cases saving up to 4 hours per set of statements
Charles Schwab to OFX — For Solicitors
Handles MM/DD/YYYY, outputs perfect OFX. Free tier available.
Convert Charles Schwab to OFX Free