Will I need to re-add my beneficiaries after the transition to Apollon?
If your current custodian is Interactive Brokers:
As part of our partnership with Apollon, we will be moving all accounts from custody with IB to Fidelity (given your consent via Docusign). We have worked to ensure that beneficiary information you have on file at Interactive Brokers is included in your Fidelity account opening paperwork, but cannot guarantee 100% accuracy. We highly recommend that when your accounts are opened at Fidelity you confirm your beneficiary information–it’s a great time to make sure everything is up to date or make any changes you’ve been thinking about!
If your current custodian is Schwab:
Your beneficiary information will remain intact. We still highly recommend confirming your beneficiary information once your accounts are migrated–it’s a great time to make sure everything is up to date or make any changes you’ve been thinking about!