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 were sent to you via Docusign. While some documents will vary based on your custodian and account type(s), all clients should have received a new Investment Management Agreement for Apollon and customary disclosures. All documents can be completed electronically using Docusign.

The email is from “Transitions 4 via Docusign” with the address dse_NA3@docusign.net and subject line “Signature Requested: Fool Wealth to Apollon Transition Paperwork”.

If you’ve searched high and low and find yourself empty-handed, please contact us at support@foolwealth.com. We can work with you to verify the email address the Docusign envelope was sent to and send a new one if needed. In a few instances, we may have not sent a Docusign envelope to you yet and can clarify why.