# Fidelity Positions CSV Instructions

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

**1. Once logged onto your Fidelity account on the web, select the "Accounts & Trade" menu tab and then click on "Account Positions" (#1 in screenshot below)**\
Make sure you're on the individual account that you're looking to upload. You can't import multiple accounts in a single file — each are done separately.

**2. Click on the "Positions" tab (#2 in screenshot below)**\
Make sure you have "Open Positions" selected in that "Show" dropdown menu towards the middle of the screen — this should be the default, but you may have it set up differently.

**3. Click the "Download" button to export it as a CSV file (#3 in screenshot below)**

![](/files/-M7-pObv3DXwiRbAH0BM)

**4. Save the file to any folder on your computer. You will then select this file in the Wingman form.** \
Don't open it on your computer because it may auto-reformat and lead to an error — just upload into Wingman.


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