What actions do I need to take to transition my accounts to Apollon?

To transition your accounts to Apollon, please review and sign the documents that will be sent to you via Docusign. While some documents will vary based on your custodian and account type(s), all clients will be sent a new Investment Management Agreement for Apollon and customary disclosures. All documents can be completed electronically using Docusign.

Schwab clients can expect to receive their Docusign packet in mid-December, and Interactive Brokers clients can expect theirs by late January (due to the brokerage transition to Fidelity).