Capitalize Opiniones 3574

I have a traditional IRA that was automatically "given" to another broker after I left a job almost 10 years ago. I had tried to get it several times and just kept getting rerouted. It was only $2050, but still. Had to verify account...wrong login info...then they'd mail me something for verification and at some, I got too busy to follow through. I heard about Capitalize through SoFi and am thoroughly impressed with their service. I gave them my information, they found my account, gave me full instructions on how to get ALL that done, got my money and had it sent to my SoFi account and I couldn't be happier. So easy and stress free!!!

The staff was super helpful and professional and helped with every step.

They initiated the rollover, but never had any inside knowledge of when funds would occur. The initial 8-12 business days was not accurate. All updates I received were basically guesses. When I reached out to see if they had any updates they suggested I contact the company that had my 401k. If it's an all encompassing service, it certainly left a lot to be desired. I basically got all the answers myself.

Isaiah did an amazing job with my transfer, from start to finish. I really appreciated all the messages letting me know where things were with the transfer and what I could expect next. I'm not sure I could have done this all on my own. Thank you Capitalize!!

Everything went smoothly and the process was described very clearly.

Was very easy and smooth experience. Great communication through both text and email notifications so I awalys knew what was going on in the process of the rollover.

Capitalize facilitated a rollover from my 401k accounts to an IRA. The process required me to complete forms and submit them, as well as providing verbal authorization to the Fund Manager. The Capitalize associate communicated clearly with me and supported me by arranging a phone meeting with the appropriate contact at the Fund Management firm. They provided updates on the process, responded to my inquiries promptly and provided navigation of a complex process efficiently and successfully.

Customer service, follow up, extremely helpful & knowledgeable.

I’ve rolled my 401k multiple times and let me tell you something Rolling a 401k can be very difficult and worrisome, especially because doing it yourself right may require to fax someone or send a certified mail. With Capitalize it was just a few a clicks.

Took nearly two months

Chrys made the rollover super easy and fast. I wasn’t sure what to expect but it was pleasant and easy, just needed to be available for communications and they were sure to offer to reschedule if the timing wasn’t good for me.

Capitalize staff was on it, they communicated the whole way.

The team at Capitalize is professional and helpful. They made a complicated financial task feel simple. Their platform is easy to navigate, and their customer service staff was quick to answer my questions. Highly recommend if you have old retirement accounts sitting around.

Logical, sequential

Prompt service. Check was accurate and delivered quickly. Follow up information provided.

Capitalize made the rollover process quick and easy.

The agent in charge of the transaction was competent and quickly returned with information when asked.

All the heavy lifting was done for me. This was a very easy process.

Capitalize helped me so much! I was anxious about my 401k rollover process with my new employer. Capitalize made everything SO easy! They pretty much took over the process from my hands, handled everything with my old 401k, sent me a pre-stamped envelope to mail my check to them and gave me step by step updates on the process and when my 401k check was received. Thank you Capitalize!