Capitalize Opiniones 3575

They worked very fast and quick and they got the rollover done on time and processed within a month

My experience was handled quickly, professionally. Communication on what was happening and next steps were handled timely and informative.

I was worried about rolling over my 401k because of taxes and the process in general. The entire process was explained as well as tax implications. When it came time, I was confident and comfortable doing it. Tbey made the process surprisingly easy.

It was smooth, easy, and simple. Thanks!

Lost my check. Will not contact me or allow me to contact them. No accountability. UPDATE: Lost check by sending to themselves. Still cant find it. Had to void check and reissue. Capitalize has asked me to verify the address they put on the envelope with my new provider to verify it is correct. I do not understand why they are involved if they cannot get the address verified or trust themselves to get it correct.

Felisa B. helped me, and she took a painful, never ending rollover and made it simple. She took care of everything for me before even getting me on the line, and seemed to be three steps ahead during the entire process. She also answered every question I had before I could ask it. Thank you, Felisa!

I had to do everything myself in the end. Working with capitalize just delayed the process

Very easy process! Made me feel comfortable and secure

Capitalize made the process quite simple.

Very helpful in the process and explaining what to do

Capitalize made it incredibly easy to rollover my 401k! Very user friendly, and saves you a lot of time figuring out how to do it and making the call yourself.

Fast, simple, easy.

Dave was amazing, he worked closely with me and I never was left wondering what the next step was, he was very helpful and informative.

A 401k that I had tried in my own to transfer but hit roadblocks getting my money was moved very smoothly by Captialize. They got on the phone with me with the institution and said all of the right things. The process was smooth and the nerve wracking part of dealing with physical checks was made much less so with the process they put in place. I am proactively telling my friends about the service because the experience was so painless.

The representative was knowledgeable, patient and pleasant.
Communication throughout the process was excellent.

Made it very easy and a great experience!

They made the rollover easy with clear instructions and help walking through step by step.

It took longer than I was told it would, but that was the fault of my old employer insisting that all check come to him first and he sat on it for a few weeks before forwarding.