Capitalize Opiniones 3574

I've rolled over several 401Ks into my IRA over the years and this process was by far the easiest and smoothest. No phone calls, no document uploads, just easy. Everything being done over email and text was super convenient. I hope to do all of my rollovers with Capitalize going forward!

I liked how convenient it was to do the rollover as Capitalize does most of the work for you. What I didn't like is that it took almost THREE MONTHS to complete the rollover.

I had already signed a document and uploaded it and then the Capitalize rep requested me to do it again, not checking for completion on their end.

Other than that, it was smooth and communication was easy.

Claude was very patient through the entire process and we got it done!

It was very helpful to have someone from Facet via Capitalize help me to navigate my 401K rollover in to my IRA.

My experience with Capitalize was amazing, from begining to end, they made the whole process so easy and efficient, I had struggled for months to combine two accounts into one, and all it took was one simple phone call. Maricon was excellent.
Thank you so much.

Isaiah was a big help when rolling my 401k into my IRA

Chrys was great to work with. Always very responsive. Appreciate all of her help

The process was smooth and painless. The person helping me get this done was very professional. She communicated clearly so I could understand what was going on and what I needed to do. She also informed me on what I should expect next. It was a very pleasant experience.

Jake explained what was going to happen, coordinated the phone call to process the rollover, sent me priority mail envelope that allowed me to forward the check, and just made sure I was comfortable with the process.

Made it easy for me to complete my rollover .

The experience of rolling over my retirement was easy. All my questions were answered before I even I had to ask. The process was wonderful and extremely helpful.

Streamlined process in handling the rollover. I was able to get everything setup very easily.

This was easy. First time doing it can be a little better nerve wracking but I got excellent help during the roll over. Thank you chrys for your help

They won’t communicate well and there’s a delay in sending my prepaid envelope and it took 45 days

Super easy, super fast, and painless. Well done! Thanks to Chrys!

they made the whole process very easy and simple

Chrys, the person that helped with my rollover IRA did a great job communicating and was very efficient in getting this accomplished!

Very clean and simple service to rollover 401k funds and it's faster than any other method.