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.
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.
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
Stephanie Cline
GBAmazing Capitalize has helped me roll over three company 401(k)s that had both Roth and Traditional funds. They helped me create a Roth and traditional personal IRA which now hold all my retirement investments in one place. Every experience with them has been great and they have been very competent and knowledgeable. So happy that the service exists.
James McDaniel
GBGreat service that simplified my roll… Great service that simplified my roll over.