Heather Frankow
GBSaves so much time! This is always such a finicky and annoying process to deal with 401ks. The Capitalize team made this feel quick and easy. The video call added a personal touch and they followed up later to make sure my rollover was complete. Really recommend this!!!
Stephanie Cline
GBAmazing Capitalize has helped me roll over three company 401(k)s that had both Roth and Traditional funds. They helped me create a Roth and traditional personal IRA which now hold all my retirement investments in one place. Every experience with them has been great and they have been very competent and knowledgeable. So happy that the service exists.
Devin Winsby
GBA fantastic experience Had a fantastic experience with the support Capitalize was able to provide. They checked in often and kept me up to date on the process along the way. They knew what questions to ask and I honestly would have struggled without them! Thank you Capitalize. Now on to rolling over three additional 401K’s!
Sam
GBEasy Process and Wonderful Customer Service The whole process was so smooth and much easier than if I had tried to handle my rollover alone. I put my rollover off for quite a while because I thought the process would be a headache, but Travia was so helpful that I wish I had done it sooner! She gave me easy to understand explanations for each step of the process and even helped me to make sure I was moving my money to the right type of account.
Adnan Chowdhury
GBSuper easy Super easy - step by step process. Customer support is absolute top notch. I had no trouble in completing my rollover. I will definitely using this again in future and even for the HSA transfers