Daniel Ward
GBI would give zero stars if possible. I would give zero stars if possible. This company is nonresponsive and fails at every opportunity to deliver on promises. Do yourself a favor and steer clear. Contact your account providers and have them directly rollover to your new accounts, these incompetent middlemen will do nothing but cause delays, headaches, and possible penalties due to their ineptitude.
Ganu N
GBFirst time used it to rollover my 401k… First time used it to rollover my 401k and it's awesome and smooth experience. Technical Support person Tom was great in helping and explaining steps and process is simple, communication is great. I would highly recommend it.
Wei Ran guo
GBExcellent I was a little nervous and did not know what to expect in the zoom meeting I scheduled. Chelsey, the operation associate, made the rollover experience as easy, seamless and quick as it could be. She also followed up with me after a couple of weeks to make sure I’ve received the rollover funds.
Sam
GBEasy Process and Wonderful Customer Service The whole process was so smooth and much easier than if I had tried to handle my rollover alone. I put my rollover off for quite a while because I thought the process would be a headache, but Travia was so helpful that I wish I had done it sooner! She gave me easy to understand explanations for each step of the process and even helped me to make sure I was moving my money to the right type of account.
Emily Porat
GBGreat service Capitalize is a really helpful service for 401k rollovers. I love that I had a super respondent point person while I went through every step and I knew I would get help if something went wrong.