What happens if I don’t take any action?

If you do not opt into the Apollon transition by completing your Docusign forms, your accounts will be automatically detached from Motley Fool Wealth Management in approximately six months as we complete our transition to Apollon. After your accounts are detached, your holdings will be held in your brokerage account and you will be responsible for any trades you wish to initiate. Any affected accounts will be given 60 days notice prior to detachment.

In the event you do not want to transition with us to Apollon, we highly recommend you reach out to us (rather than taking no action) so we can support your offboarding process. Remember, as fiduciaries, it is our responsibility to prioritize your interests over our own. We encourage you to reach out to your Wealth Advisor, contact our team by sending your request to support@foolwealth.com, or call us at 844-408-4390 during business hours. We would be happy to help you through the process.