How to retrieve the Positions CSV from Charles Schwab.
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.
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)
4. Click "OK"
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).
