Fidelity Positions CSV Instructions

How to retrieve the Positions CSV from Fidelity.

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.

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)

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.