Capitalize Opiniones 3574

Easy, streamlined process. Good follow-up and helpful updates along the way.

The staff was very helpful getting my rollover done fast and easy

I still dont have my money transferred it was lost. And now its been 2 weeks of support working on it.

The actions completed were easy to follow and the agent assisted in completion and continued to monitor the transaction through to the end deposit

Derrick North did a great job explaining the process and instilling confidence. It was easy to do the transfer of funds from Fidelity to Facet! Thank you!

My experience was terrible. I was scheduled to have a call with a representative but it was canceled. I was never informed of the process. I received my rollover check without direction on next steps, which I had to contact SoFi to get. Then a few days later I received a package with the pre-paid envelope. Which was too late because two days earlier I sent the check via FedEx. The was assuming the rollover funds would've been sent directly and didn't understand why they wrecked sent to me and I had too forward to the clearing company. Overall it was confusing and not presented to me and a terrible process

process has been quick and easy so far! i’m very happy with the exceptional service that i received today

It was easy and fast! I was worried about the process but they had guidance for every step.

It was great! I started my rollover, gave them information they needed, took like few minutes. Chrys was professional and sweet helping me throught this.Then they said the rollover was almost comple, that it would just take a couple of business days. Exactly 1 week for me and it was in my account! I loved it, so easy and stress free! Definitely have been telling my friends and family about it. Thank you do much for providing something like this to help people!

Very helpful, simple process

Once process was started it was easy

This couldn’t have been easier. You just need your login information and they literally do the rest. I got several emails communicating the status throughout the whole process, which really was much faster than I thought would happen. 10/10, no issues at all. Thank you!

Chrys was very helpful and answered all my questions. I'm upset with the fee that Transamerica charged me, but that has nothing to do with you guys. Thank you

It was my first rollover experience, I was worried a little about the process, but Capitalize helped me through complete process to the end. Thank You Capitalize👏👏

My investments are managed by SoFi and they use Capitalize for rollover transactions. Usually those types of transactions are a bit challenging and quite time consuming. Capitalize made this as easy as making a cup of coffee! They even provided the convenience of a pre-addressed, postage paid envelope which arrived the same time my rollover checks.

Support offered clear guidance. They made sure we add all the right information and talk to the correct person before moving forward. Great communication throughout the transaction

Super fast and safe way to enable fund transfer. Thanks to the team.