# Charles Schwab Positions CSV Instructions

{% 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)**

![](/files/-M4KTR7xNIKrKydH2ac4)

**4. Click "OK"**

![](/files/-M4KVgTtxJhpzMFwY8lX)

**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).**


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