StevenAntoch
Returning Member

After you file

First, thanks to both of you for replying.

 

I tried to add a second login using the account number for the "equity awards" account, but this second account number is too long to fit in the entry form mask.  I have sent them a message asking how I can do this.

Hopefully, they will have an answer that is better than "type it in by hand".  This can't be that uncommon.  Tradestation lets me add the account number when downloading tax info.  I am surprised Schwab doesn't allow this, too.

 

Thanks-