What should I do if the information in my Docusign forms is incorrect or I have questions about what is included?

If your custodian is Schwab:

If you have any questions about your Docusign forms or see incorrect information, please contact us as soon as possible at support@foolwealth.com or give us a call at (571) 639-3981. We’re happy to help answer any questions you may have and can assist with correcting any information.

If your custodian is Interactive Brokers:

No fear, Fool! We have yet to send out the Docusign envelopes to clients custodied with Interactive Brokers. We will send you an email when we’re close to sending the Docusign envelopes out so you can keep an eye on your inbox.