Charles Schwab Positions CSV Instructions

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).