Hicapitalize.com Arvustust - 107

I am amazed at how simple Jane made

I am amazed at how simple Jane made it to transfer two of my 401Ks from former jobs. I would have wasted many hours dealing with the paperwork and submission on my own. I would strongly suggest using Capitalize for the task.

Capitalize assisted me and guided me

Capitalize assisted me and guided me through each step that was necessary to transfer my 401K to an IRA account. I'm still employed and putting money into my work 401K, but intend to do an annual roll over using Capitalize!

The process went smoothly.

The process went smoothly. A simple call to give my details and confirm the rollover, and after that, everything was easy. It took around 3 weeks from the call until I got my funds in my new investment account.

Jake is really calm and friendly.

Jake is really calm and friendly. My computer skills are not very good… He spent a lot of time showing me every step, very nice. I felt nervous about these transactions. He made everything simple and easy.

The company is good because

The company is good because they offer personalized service and the whole process is easy. I didn't know about the fee my old servicer charged when I rolled over my 401K, but that's not Capitalize's fault.

The process of transitioning my 401k was incredibly smooth

The process of transitioning my 401k was incredibly smooth. I had the pleasure of speaking to informative, kind, and highly professional representatives who made the experience hassle-free and reassuring.

Streamlined processes, diligent follow

Streamlined processes, diligent follow-ups ensured a hassle-free experience. Capitalize's proactive approach resolved my 401K check delay seamlessly. Effortless on my end. Strongly recommend.

It's pretty cool that this kind of service

It's pretty cool that this kind of service is available for free. I used them to transfer my 401k to my Roth IRA, and the folks at this company pretty much handled evrything for me.

This had been on my to-do list for a long time.

This had been on my to-do list for a long time. It seemed like a big task. Capitalize made it simple and smooth! They were really supportive and helpful from beginning to end.

Capitalize made it SO easy to transfer

Capitalize made it SO easy to transfer my four 401ks and 403bs from 2013, even though a few were complex. I was amazed it was a free service. The support team was great too.

Moving my 401k to Capitalize

Moving my 401k to Capitalize after ten years was smooth. They handled issues promptly, including liaising with other teams. Now, having everything in one place is a relief!

Jake made everything easy.

Jake made everything easy. He kept me updated all the time. Asked the right questions to get the info he needed to finish the work. The result was exactly what he promised.

Eric was super helpful, I couldn't have asked for better.

Eric was super helpful, I couldn't have asked for better. Will definitely tell others about your service. If it weren't for capitalize, SoFi transfer would've been tough!

We dealt with Jake.

We dealt with Jake. He replied fast, answered every question we had, and made the whole process much simpler than we thought it would be. Really recomend his services.

The custom service and how

The custom service and how easy the process was make it good. I didn't know about the fee from my old service when moving my 401K, but that wasn't Capitalize's fault.

I needed help finding an old retirement

I needed help finding an old retirement account to merge it with my current IRA. The whole proccess was fast and very proffessional, and clearly explained.

This company was great!

This company was great! Rolled over my 401k smoothly. Tom from Tech Support was awesome explaining steps, simple process, good communication. Recommend!

It was really simple to use, with clear and perfect instructions.

It was really simple to use, with clear and perfect instructions. This platform is a great choice for anyone doing their first 401k rollover.

Liked working with the team to help me with my 401k rollovers.

Liked working with the team to help me with my 401k rollovers. The steps were simple to understand, and they answerd all my questions.

Evryone I spoke with was very kind, and they

Evryone I spoke with was very kind, and they sent emails to keep me updated all the way. Really grateful for all their support.

I’ve moved over 2 401ks with Capitalize in

I’ve moved over 2 401ks with Capitalize in the last few years and they have provided a steady smooth service. I suggest them!

I had an old account with some issues - Capitalize

I had an old account with some issues - Capitalize helped me sort everything out and transfer it smoothly. Great partners!

Capitalize was very good

Capitalize was very good at what they do. My transaction went smoothly and timely. Thank you for helping me!

The communication throughout the

The communication throughout the entire process was impressive, with consistent updates at every stage.

I recently went through a

I recently went through a process with this company, and it was mostly positive. The steps were straightforward and easy to follow, which I appreciated. But, I did feel like I could've managed it myself a bit faster. The biggest issue was the waiting time for updates or responses from an actual person—it took days sometimes. Their automated email system was on point, though, consistently checking in for status updates. I also think things would've moved quicker if the 403b provider used wire transfers instead of mailing checks. All in all, it wasn't a bad experience, but you need to be patient—something I'm not great at.

I had quite the journey

I had quite the journey moving my retirement funds. You'd think in this digital age, everything would be smooth, right? But no, I was stuck sending checks through the mail like it was the 90s. It was nerve-wracking, and I lost sleep over it, worried about every little thing. But then, Capitalize stepped in and guided me through the whole process. They really had my back, keeping everything on track. Now, I finally have my IRA set up just the way I want, with the funds I picked myself. It's a huge relief, and I can finally breathe easy knowing my future's looking good.

This company was quite helpful.

This company was quite helpful. They assisted me in finding my retirement account from a previous job so I could combine it with my current IRA. The process was fast and they were very professional, explaining everything clearly.

Scheduling an appointment with Capitalize

Scheduling an appointment with Capitalize was pretty smooth. I chose the paid version for $60 to get help with the rollover process. Doing everything virtually from home was a nice touch. But, I got bombarded with messages about being on time and warnings that if I was late, I'd have to wait 2-3 weeks for a new appointment. When the appointment time came, my specialist was really late. I had to send a reminder email to get him to show up. By the time he arrived, I had pretty much done everything and just needed the address for my 401k check. He said he'd follow up in a couple of weeks, but never did. I emailed Capitalize with screenshots showing I waited alone, and they were super apologetic and gave me a refund right away. The service wasn't perfect, but I'd use it again, probably the free version next time.

I can't believe what's happening

I can't believe what's happening with my 401k. It just vanished, and no one is giving me any answers. I've been calling and emailing constantly, but all I get is silence. It's like they're playing with my future. This isn't just pocket change; it's my retirement savings that I've worked hard for, and it's just missing. No one is taking responsibility, and it's beyond frustrating. If you care about your investments and want to make sure your money is safe, avoid this place. I've now switched to PWG, and they’ve been fantastic. Their payouts are quick, and their customer service is always reliable. I wish I had gone with them sooner.

Alright, here’s my experience

Alright, here’s my experience. I got my check, but the envelope to send it back arrived days later. So I had to use my own envelope and stamp, which ended up being returned to me. Super frustrating! Why not just send the check and the envelope together, right? Makes no sense to split them up. It’d save everyone some hassle and avoid these mix-ups. Overall, the process seemed disorganized. They really need to rethink how they send these out. It’s small stuff like this that can make a big difference in customer experience.