Capitalize

25 W 39th St Suite 700, 10018, New York, United States
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4.80
Based on 20 Reviews

5

95.00%

4

0.00%

3

0.00%

2

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1

5.00%
About Capitalize

Don't leave your old 401(k) in the dust. We find, consolidate, and roll over your retirement savings into one account — for free. Start your free rollover Learn More We help people find and consolidate their old retirement accounts, like 401(k)s. Through Capitalize, you can: Transfer your 401(k) assets from previous jobs into a new or existing IRA Get matched with an IRA from leading providers like Fidelity, Betterment, SoFi, and others based on your preferences Let us do all the hard work, for free. Rollovers can be a pain. We’re experts on retirement accounts and offer unbiased help. We’ll coordinate with your old 401k provider to process the transfer, for free. Rolling your old 401(k)s over into an IRA allows you to invest your money however you want rather than letting it sit in an old employer-sponsored plan!

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Adnan Chowdhury
GB

Super 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

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Heather Frankow
GB

Saves so much time! This is always such a finicky and annoying process to deal with 401ks. The Capitalize team made this feel quick and easy. The video call added a personal touch and they followed up later to make sure my rollover was complete. Really recommend this!!!

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Wei Ran guo
GB

Excellent 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.

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Aravind
GB

Appreciate the patience! The rep called on time when it was scheduled. She was very patient and walked me through the steps making it a very smooth and pleasant experience. I was having a hard time logging into my account but she was understanding and even suggested an idea that the user name could be capitalized letters sensitive which helped. Highly recommend Capitalize.

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Kimberly O
GB

It was so quick and easy! It was quick, easy, and straightforward. It took something that was such a pain for me to navigate off my plate. Well worth it!

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