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
Heather Frankow
GBSaves 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!!!
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.
Aravind
GBAppreciate 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.
Kimberly O
GBIt 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!