did not put clients interest first - promotions
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 remaining process was cut and dry and did not require much facilitation except to send us a prepaid envelope to mail the check. they could not expedite anything.
Reply from Capitalize
Hi Paul, thanks for reaching out with your feedback. We’re really sorry for the experience you had. At Capitalize, we make the rollover process easy for our customers, and we’re disappointed that your experience wasn’t in line with the norm here and our high bar.
Thanks again for the honest feedback-- our Customer Experience team will reach out to you directly to discuss the questions you have regarding your 401(k) rollover.