customer
GBI would have done this years ago had I known it was this easy! Very nice representative, asked intelligent, relevant questions, was respectful of my time and needs, took care of business and didn't drag it out. What a great way to transfer an old 401K over! Super simple and easy. I would have done this years ago if I'd known of this support!
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.
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.
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.