Brokerage Statement to Excel Converter

Brokerage account statements containing dividends, trade settlements, and cash transfers need accurate extraction for tax-loss harvesting analysis and Schedule D preparation. Bank Statement Converter extracts transaction data from brokerage PDF statements into organized Excel or CSV files.

Key Benefits

• Captures dividends, trade settlements, interest, and fee transactions
• Export to Excel for capital gains analysis and Schedule D preparation
• Works with Fidelity, Schwab, TD Ameritrade, and major brokerage PDFs
• Batch convert quarterly statements for year-end tax reconciliation
• Free, no account required, secure in-memory processing

How It Works

1. Step 1: Download your brokerage account statement PDF from your broker's portal
2. Step 2: Upload to Bank Statement Converter
3. Step 3: Select Excel or CSV output format
4. Step 4: Download and reconcile dividends and trades against your 1099-DIV and 1099-B

Frequently Asked Questions

Can I use this for Schedule D capital gains reporting?

The converter extracts transaction rows from the PDF. For precise Schedule D reporting, match extracted trade data against your broker's 1099-B form, which is the official tax document.

Does it extract dividend and interest income separately?

Yes. Dividend and interest credits appear as labeled rows in the output. Filter the Description column for 'Dividend' or 'Interest' to total income by type for 1099-DIV and 1099-INT reconciliation.

Convert a Statement Free