Daniel Ward
GBI would give zero stars if possible. I would give zero stars if possible. This company is nonresponsive and fails at every opportunity to deliver on promises. Do yourself a favor and steer clear. Contact your account providers and have them directly rollover to your new accounts, these incompetent middlemen will do nothing but cause delays, headaches, and possible penalties due to their ineptitude.
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.
Jennifer Ruffner
GBCapitalize made rolling over my 401k… Capitalize made rolling over my 401k very easy and they provided help along the way. I had a personal agent to guide me during the initial phone call and plenty of follow-up and email reminders until the process was complete. I received a final email stating my check had cleared and was now in my new 401k account. I was hesitant at first because I thought they might try to charge me a fee or not be as useful as they were, but there was no fee and they were very useful. I would recommend that anyone rolling over a 401k use Capitalize.
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.
Raha A
GBCapitalize made Rollover easy Capitalize connected me with an agent who helped me with my rollover process. This paperwork can be very complicated and stressful, but with the agent's guidance, the process was made easy. Capitalize provided step-by-step instructions, including mailing the check to the new provider, and the agent checked on me through email and offered help when needed. I am really satisfied with the service and recommend it. Best of all, it was completely free for me.