Megan Rumley
GBI’d been putting this process off for… I’d been putting this process off for no joke 10 years because it seemed so daunting to me. Capitalize made it so seamless and easy! They already knew the process for each of the 3 different banks I was rolling over from and handled it for me so I didn’t have to worry about screwing anything up. Highly recommend.
James McDaniel
GBGreat service that simplified my roll… Great service that simplified my roll over.
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.
Adnan Chowdhury
GBSuper easy Super easy - step by step process. Customer support is absolute top notch. I had no trouble in completing my rollover. I will definitely using this again in future and even for the HSA transfers
Raha A
GBCapitalize made Rollover easy Capitalize connected me with an agent who helped me with my rollover process. This paperwork can be very complicated and stressful, but with the agent's guidance, the process was made easy. Capitalize provided step-by-step instructions, including mailing the check to the new provider, and the agent checked on me through email and offered help when needed. I am really satisfied with the service and recommend it. Best of all, it was completely free for me.