Capitalize Reviews 

Capitalize helped me move my IRA to Facet. I was able to do this on my time frame. It is difficult to do things during the day and Capitalize was available on n the evening when I needed help.

Very helpful and kept me informed on the progress of my 401k rollover. The process was very easy with minimal work on my end.

The process of transferring my 401(k) to my IRA was incredibly smooth. I simply entered my information, and they located my account, contacted my former employer, and securely handled the transfer. They mailed me an envelope with tracking information, and once I received the 401(k) check, I placed it inside and mailed it back. Within just a few days, the funds were deposited into my IRA.
I received email updates throughout the entire process, which made everything easy to follow and stress free. The whole experience was simple, convenient, and hassle free. I highly recommend it.

Sophie was excellent - clear and efficient. The whole process only took a few minutes and to end with no issues.

I was shocked at how simple this was. I'd never done a rollover before and was a little uneasy about how my funds would transfer but it all turned out to be smooth and exactly as explained. The only thing that was actually unnerving was the time while funds had gone to $0 in my 401k account and had yet to show up in Robinhood. Took several days longer than expected but all eventually showed up so just know there's a week or two delay.

Great customer service. Chrys was very helpful. I appreciate it.

Quick customer service follow up, very little hands on required from customer. Clean and clear lay out of milestones and appreciate the update and check ins.

Chrys was extremely helpful in making the process of rolling over my 401k. It was quick and easy.

Sophie was nice, punctual and quick, she got what i needed done in minutes!

Process was smooth.

Excellent patient and coordinated support.

Capitalize made my 401(k) rollover completely stress-free. Instead of dealing with frustrating paperwork and endless phone calls, their experts handled everything. The agent did the calling and waiting on the phone. She conferenced me in when necessary. The entire process was seamless, transparent, and completely free. I highly recommend their service to anyone looking to consolidate their retirement accounts.

I have been waiting for over a month for their prepaid envelope. No phojllne number to call. And they finally send it, but ship it UPS Ground so it takes another week to arrive!

I just paid $35 to USPS to mail the checks myself. I cant have my 401k and Roth funds tied up by Capitalize until they get your act together.

Capitalize has been of *zero* value to helping me do this rollover. In fact, you only added time, additional steps, and unneeded stress to this entire process.

Something is very broken here....BEWARE

Made my experience very easy. Stepanie was willing to answer any questions

I've been putting off transferring my old account for years, but they made it seamless. No issues at all.

Seamless experience

Excellent communication and timely provision of needed paperwork to submit with my rollover.

Stephanie was knowledgable and respectful - and so efficient and prepared. I was very glad to have her help.

Quick, easy, great agent interaction! Great customer service and staff.