> For the complete documentation index, see [llms.txt](https://docs.wingmantracker.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.wingmantracker.com/getting-started/adding-an-account/charles-schwab-positions-csv-instructions.md).

# Charles Schwab Positions CSV Instructions

How to retrieve the Positions CSV from Charles Schwab.

{% hint style="info" %}
You only use this Positions CSV file from Charles Schwab when adding an account. Importing transactions day-to-day going forward is another CSV, which has its own (very simple) instructions.
{% endhint %}

**1. Once logged onto your Schwab account on the web, select the Accounts tab and Positions submenu (#1 in screenshot below)**

**2. Click the dropdown to select the account you want to add to Wingman (#2 in screenshot below)**

**3. Click the Export button on the right (#3 in screenshot below)**

![](https://1795650986-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-Lg9dbfcyvLDJeTNgFg6%2F-M4KSCYaBeai50buEmh3%2F-M4KTR7xNIKrKydH2ac4%2FScreen%20Shot%202020-04-07%20at%2011.28.35%20AM.png?alt=media\&token=48550c0e-2150-4059-baa9-c480f52cd265)

**4. Click "OK"**

![](https://1795650986-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-Lg9dbfcyvLDJeTNgFg6%2F-M4KUQDfZJJIxScgdf17%2F-M4KVgTtxJhpzMFwY8lX%2Fimage.png?alt=media\&token=b661f2dd-198f-46ad-bbdb-621649f5357c)

**5. Save the file to any folder on your computer - you will then select this file in Wingman (no need to open it on your computer).**