My Fool Wealth accounts are held by Interactive Brokers (IB), and I already have accounts at Fidelity. Do I need to do anything?

As part of our move to Apollon, we will be transitioning all accounts from custody with Interactive Brokers to Fidelity, given your consent via Docusign.

If you already have an account with Fidelity, we’re excited to be able to consolidate your accounts under one custodian!

You’ll still need to complete all the necessary documents included in your digital Docusign envelope (sent to you via email) to successfully transfer your IB accounts to Fidelity. From there, we’ll take care of executing the transfer on your behalf.