What is the timeline for the transition from Fool Wealth to Apollon?

To transfer your account to Apollon Wealth Management, we’ll need your explicit permission first. We will ask you to complete various transition documents in the coming weeks. Schwab clients can expect to receive a Docusign packet in mid-December, and Interactive Brokers clients can expect theirs in late January (due to the brokerage transition to Fidelity).

Given this consent process, we expect your account to be transferred to Apollon within the first quarter of 2026, subject to the finalized business transaction between Fool Wealth and Apollon.

Rest assured that you’ll be notified before any action is taken in your account; Fool Wealth will continue to manage your accounts on an uninterrupted basis until the transition is complete.