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.
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.
Heather Frankow
GBSaves 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!!!
Josh Klein
GBGreat customer service Capitalize followed up with my old company to release my 401-K funds. They then helped assist with rolling over to an IRA. I was very pleased with their continued support throughout the process. I would recommend them again. Also, I wasn't paid for this comment. This is my honest experience. I highly recommend. Thank you, Dan H. for your assistance.
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