Will I need to recreate my recurring or direct deposits or withdrawals after the transfer?
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 fill out your standing bank instructions—including recurring deposits or withdrawals—as soon as your accounts have been opened at Fidelity. If you have recurring withdrawals and are concerned about the timing please contact us at support@foolwealth.com or give us a call at (571) 639-3981.
If your current custodian is Schwab:
Your standing instructions will remain intact.