Charles Schwab (web-only) Positions CSV Instructions

These instructions are only for exporting positions from Charles Schwab web.

If you have a Charles Schwab account and use thinkorswim, you must follow the instructions in the thinkorswim Positions CSV Instructions article.

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).

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