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
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.
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.
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.
Taylor
GBGREAT experience moving my 401k! I've been sitting on a 401k for over a decade - It was SO easy to move it over with Capitalize. Even when we hit a snag the team at Capitalize was on it immediately and helped push through - they took care of the really hard things like talking to the OTHER customer service teams. I'm really grateful that I can see everything in one place now!