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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). You’ll be prompted to re-add your beneficiaries in one of the documents included in your Docusign email.

    Any beneficiaries you’ve designated with IB will not automatically transfer to Fidelity, so please take this extra step to make sure your bases are covered!
  • If your current custodian is Schwab:
    Your beneficiary information will remain intact.