Emily Porat
GBGreat 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.
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
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.
Emily
GBSimple 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.
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.