Capitalize Reviews 3,223

I tried to look up how to rollover my 401k from previous employer to an existing IRA, but I kept running into blocks. Capitalize made it super easy to get the process going. This is the second time I... See more

Chrys from Capitalize provided was very supportive and attentive throughout the process to roll over my employer 401k into an IRA. The actual process was very straightforward, and clearly outlined by... See more

I was nervous sending my entire life savings over to another bank but they made the process smooth. I still had my worries but I was able to track the package easily and I was ready to send it off whe... See more

After the week of processing the team made quick and simple work of the process to submit my rollover. Sophie was quick to respond and concise with her language making it easy to follow.

The rollover experience really differs depending on who is your 401k provider. My first rollover was great without needing to talk to a human. The second was with VANGUARD and their processes (no faul... See more

John and the team at Capitalize made the process of rolling my old 401(k) over into an IRA a breeze. It had been something I had been putting off for a while because of the steps involved, but the Cap... See more

Ease of use. In this rapidly changing world, you find yourself may be forced out of employment more often due to corporate greed or other circumstances. Your 401k is no longer safe planted with your o... See more

Sophie did a fantastic and clear job walking me through the steps. I would recommend her to others who are looking to do a rollover. Thank you capitalize and Sophie!

God forbid you have a 401K provider that can't do electronic transfer. Going the old fashion way, with the mail in check, is very stressful and somewhat scary. There was a sleepless night added to my... See more

we were not informed about the promotion that would have resulted in $8K to be added to our account. We were moving 2.4million,. JP Morgan had a promotion to add extra cash to account. Most of the... See more

Wasn't thrilled about sending the OTP to someone. I was googling other people's experience while Chrys waited for the code. The timestamps from the initial Capitalize text and email lining up made me... See more

i rolled over a 401k from one institution to an ira at another via capitalize. unfortunately, one of the checks got stolen and cashed immediately following its arrival in the mail. i had gone... See more

Omari Millsap helped me today and he was awesome! He was extremely knowledgeable in helping me figure out what I needed to do. Of course this is a standard customer service expectation, but Omari went... See more

Very smooth and painless process. Input some information to get things rolling and it was hands off from there. Took about 2 weeks but got confirmation everything went smoothly.

I’ve used capitalize a couple of times and they are awesome. Great communication and make things a really smooth process.

Quick and easy experience with Capitalize. All through texts, no difficult information to get, just codes for verification. Explained well as yo what steps were next and how this is going to work.

Chrys was great & helped with each step of the rollover process. From making contact with my previous employer, to assisting with gathering necessary information. Very happy with the support!

Thank you for the professionalism and support to help me complete multiple rollovers! I could not have done this without Victor’s help and patience! Would highly recommend him to anyone for help with... See more

Victor is great, clear, explained to me the details, answered my questions, and taught me when I had unclear points. I learnt a lot from Victor. Appreciate this smooth rollover!

Very efficient phone call with Ian helping rollover my old 401k with Charles Schwab. Entire process took less than 10 mins.

Chrys handled all of the logistics and explained the process to me clearly during our phone call. Capitalize makes a 401k rollover as easy as it can be -- highly recommend!

Tom took care of our accounts and made what was a daunting process when we tried on our own. He took over and made it so simple and easy and walked our previous provider through the process and even g... See more

Great experience! I heard about Capitalize from a few different people (financial advisors, HR reps, friends) and am thankful for their help in navigating my 401K rollover. It took a few days between... See more

I was a little concerned with I opened a rollover IRA with eTrade that Capitalize was going to mange the rollover from my employer. I did some research and they seemed legit. I made the appointmen... See more

I loved this service! It was great working with Jake Schlais on the rollover process from my old Roth 401K to my own Roth IRA account. Seamless and so easy. I've been meaning to consolidate my 401... See more

Sophia was very precise and explained everything very well so I will understand the forthcoming process of my rollover. She was incredibly nice and quick with her responses.

This entire process was incredibly easy... far easier than I actually expected it to be! Starting the process took a few simple clicks (and some plugging of information) and then after that it was sim... See more

Chrys Castro did such a great job submitting my information. I had a change in methods and she was fine with having to re-enter my information to ensure that my needs were met as a client.

Kasen provided detailed insight on how the rollover process worked and made me feel comfortable in utilizing Capitalized services. His demeanor was pleasant and a breath of fresh air. He combined both... See more

Chrys was so helpful and patient with helping me with my rollover submission. Chrys made sure I knew everything I needed to know about the process and made it so easy. Thanks for all the help Chrys. �... See more

Chrys was very attentive and responsive. Offered guidance and explained every step of the way. Very pleased!

Chrys made the rollover process painless. She was also very understanding, kind and efficient. Thank you!

Victor was so helpful! I really appreciated the support and they made the rollover process so easy.

Sophie was incredibly helpful in explaining things I did not understand with the rollover process and making it extremely easy and painless. Thank you so much!

Jake Schlais is great. Went above and beyond. Highly recommend working with him. Give that man a raise!!

Omari Millsap was spectacular in dealing with a somewhat difficult person from Empower. He made me clearly understand every nuance that I perhaps didn't understand. I would highly recommend this indi... See more

Tom was professional fast diligent though out the entire process he followed up with emails it was easier then calling E*trade worked well with Capitilize and i was happy through out the entire proces... See more

Acted as third party liaison to facilitate my Ira rollover. Very helpful!!!

My call was pleasurable and informative. Kasen was polite and knowledgeable when I asked questions. I really appreciated his call.

Tom O'Neill was a true professional. Made everything easy

This was a easy experience and Chrys was awesome

Sophie was great! She answered all of my questions and it was very smooth.

Respectfully, if anything happens to Kasen I'm returning the world to ash and we're starting over because this sweet cinnamon roll with golden retriever energy made an honestly super stressful experie... See more

I’ve been putting off rolling over my account for way too long due to the hassle and complications. Chrys made the process super easy and understandable, which gave me assurance from beginning to end.... See more

Pro: Everything occurred as I would have expected. Con: This might depend on where you rollover your 401k/IRA from. But the process of authorizing a third-party access to my money was a bit sc... See more

Jake was the most patient and understanding professional. My computer skills are not the best... He took his time helping me through all the steps, with great kindness. I was so worried about these... See more

I was timid and suspicious at first and researched your organization before I committed. I had a lot of money (for me) on the line. You made this experience easy. It is very structured, communicate... See more

Kasen was excellent to work with - clear communicator, very thorough with details, and approachable. I felt comfortable asking questions and appreciated his professional yet friendly tone.

So helpful! I never had to question or overthink anything. Capitlize breaks everything down so simply and customner friendly for ease of what could be a very stressful/ tedious process.

Having Capitalize software guide me through the rollover of my 401k to an IRA made the process so easy. Even better was the peace of mind I had with the follow up and great service from Kasan letting... See more