Originally Posted by
islandguy84
You only need to setup the first transfer account by mail. I was able to add any subsequent accounts online and then the verification process was actually quicker than Fidelity's because they use trial deposits which take 1-2 days instead of Fidelity's 5 business days.
Are you sure that you're talking about the Schwab accounts? This appears to directly contradict both my lengthy conversation with a Schwab CS rep on the phone, and my actual experience. To my knowledge there is not currently a way to add subsequent accounts online, and would appreciate knowing how you accomplished this. Thanks in advance!