James McDaniel
GBGreat service that simplified my roll… Great service that simplified my roll over.
Taylor
GBGREAT experience moving my 401k! I've been sitting on a 401k for over a decade - It was SO easy to move it over with Capitalize. Even when we hit a snag the team at Capitalize was on it immediately and helped push through - they took care of the really hard things like talking to the OTHER customer service teams. I'm really grateful that I can see everything in one place now!
Megan Rumley
GBI’d been putting this process off for… I’d been putting this process off for no joke 10 years because it seemed so daunting to me. Capitalize made it so seamless and easy! They already knew the process for each of the 3 different banks I was rolling over from and handled it for me so I didn’t have to worry about screwing anything up. Highly recommend.
Aravind
GBAppreciate the patience! The rep called on time when it was scheduled. She was very patient and walked me through the steps making it a very smooth and pleasant experience. I was having a hard time logging into my account but she was understanding and even suggested an idea that the user name could be capitalized letters sensitive which helped. Highly recommend Capitalize.
Ganu N
GBFirst time used it to rollover my 401k… First time used it to rollover my 401k and it's awesome and smooth experience. Technical Support person Tom was great in helping and explaining steps and process is simple, communication is great. I would highly recommend it.