Heather Frankow
USSaves 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!!!
Emily Porat
USGreat 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.
Wei Ran guo
USExcellent 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.
Emily
USSimple way to consolidate retirement My experience with this rollover was great! I was being charged fees with a prior employer 401K through Empower, so I am glad to have rolled it over now. I did do the one through ADP on my own however as they were unable to do it without scheduling a call.
Megan Rumley
USI’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.