Hicapitalize.com

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.

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.

My encounter with this rollover was

My encounter with this rollover was positive. I faced fees with my previous employer's 401K via Empower, prompting me to roll it over. Opting for self-action with ADP proved necessary, as they required a scheduled call for assistance.

The Capitalize team proved instrumental

The Capitalize team proved instrumental throughout the entire process, particularly in guiding me through basic tasks like logging into online accounts and navigating simple clicks. Their assistance transformed the rollover process from a perpetual delay to a successfully completed task, breaking the cycle of postponement month after month.

My rollover remains incomplete

My rollover remains incomplete, the second time it's vanished in transit. Capitalize's communication is consistently lacking. Automated emails go unanswered, leaving me frustrated. The process, ongoing for months, prompts regret for not choosing a more respectful financial advisor instead.

Effortless for them to manage all aspects

Effortless for them to manage all aspects. Setup flowed smoothly, and the shift was swift with minimal effort on my part. A significant improvement over the traditional check-mailing process. The customer service team promptly provided assistance.

Capitalize provided proactive assistance

Capitalize provided proactive assistance throughout the entire process, ensuring a smooth experience. Their follow-up until the funds landed in my new account was noteworthy. Being a foreign professional managing U.S. retirement for the first time, I found Capitalize's service to be reliable and effective.

Had a positive encounter with Capitalize.

Had a positive encounter with Capitalize. Their expertise shone through as they efficiently guided me through the retirement fund rollover process to Robinhood. Their punctuality and transparent communication in setting timelines made the experience smooth. A few hassle-free calls sealed the deal without a hitch.

The communication throughout the

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

Capitalize diligently facilitated the

Capitalize diligently facilitated the release of my 401-K funds from my previous company and guided the seamless rollover to an IRA. Their consistent support during this process left me content. I'd consider their services again and genuinely recommend them. No compensation for this review; it's an authentic reflection of my experience. Special thanks to Dan H. for his assistance.

Capitalize was very good

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

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.

I'm delighted to share that my experience was truly positive

I'm delighted to share that my experience was truly positive. I had initial reservations about transferring funds, fearing complications, but everything unfolded rather smoothly. When I made an error, the Capitalize team swiftly resolved the issue upon being informed. Their follow-up check-ins and prompt responses were greatly appreciated. While my preference was to have phone communication initially, reaching out via email led to quick and efficient responses, which shifted my perspective positively. Overall, Capitalize's service left me content and assured.

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.

Absolutely recommend!

I had a chat with Kasen about rolling over my account, and let me tell you, it was like talking to an old friend who just happens to know everything about the process. He explained everything so clearly, I actually felt at ease, which is rare for me when dealing with financial stuff. Kasen's got this way about him, you know? Super friendly but also really on top of his game. It's not every day you meet someone who can be both chill and professional at the same time. I walked away from the conversation feeling confident and really glad I chose Capitalized. Honestly, if you need help, Kasen’s your guy. Absolutely recommend!

I’ve been stuck trying to

I’ve been stuck trying to get my money from this service, and it’s been a bit of a nightmare. My rollover has been in limbo for over a week, and I can’t seem to get any help. They don’t have a phone number or live chat that actually works. I tried reaching out through their "live chat" option, but it’s like shouting into the void—no response, not even a confirmation email. It’s frustrating because I just want to transfer my funds to Webull and move on, but there's no way to get in touch with anyone who can help. It feels like I’m being ignored, and it’s really disappointing.

I was dealing with a

I was dealing with a frustrating situation and didn't know what to do, but then Omari Millsap stepped in. This guy was amazing! He broke everything down for me in a way that actually made sense. And when things got tricky and the call was about to end with no solution in sight, Omari didn't give up. He switched gears, made sure everyone understood what needed to be done, and got us over to another agent who could help. Before I knew it, we had the problem sorted out right then and there. Having someone like Omari on my side made all the difference. Truly grateful for his dedication and effort!

I walked into the store

I walked into the store feeling a bit anxious, knowing my computer skills aren't up to par. But then there was Jake. From the start, he was incredibly patient, taking me through each step without rushing or making me feel silly for not knowing stuff. He explained everything so clearly, and his kindness really stood out. I was pretty stressed about the whole process, but Jake turned it around, making the experience surprisingly stress-free. It’s not often you come across someone who genuinely cares and wants to help. If you're worried about tech stuff like me, Jake's the person you want by your side. He just gets it and makes everything feel so much easier.

I've been trying to get

I've been trying to get my rollover process sorted with this company, but it's been a nightmare. They don’t even have a customer service phone number, so I had to email them. I've sent five emails over two months and haven’t gotten a single response. It's like shouting into a void. I just want to finish this process, but it’s impossible when they won’t communicate. A company that ignores its customers like this? Definitely not one I'd recommend. If you value your time and sanity, steer clear. It’s frustrating when you can’t get the help you need, especially for something important like this.

I had this retirement savings

I had this retirement savings mess from a few old jobs, like, four different accounts. It felt like a mountain I just couldn't climb, especially since I kept forgetting how to get into each account. Honestly, it was this annoying task sitting on my to-do list for over a year, staring me down. Trying to do it myself felt like navigating a maze, plus I was worried about losing tax protections if I messed up. And don't get me started on all the paperwork, printing forms, mailing checks—it was a nightmare. Then I found Capitalize, and they made everything so easy and quick. It was like a weight lifted off my shoulders. I'd totally tell anyone dealing with a similar headache to check them out.

They were just awesome

I had this 401K rollover thing to handle, and honestly, I was a bit anxious about it. But then I found this company, and they were just awesome. They really know their stuff and made everything super straightforward. I didn’t expect the transfer to be so smooth, but with their help, it was a breeze. They guided me through the process, and it didn’t even cost me an arm and a leg, which was a relief. If you’re thinking about rolling over your 401K, I’d seriously recommend them. They made a potentially stressful situation feel easy and manageable, and I couldn’t be happier with how it all turned out.

I was dealing with my

I was dealing with my old 401(k) and Capitalize stepped in to help out. I was already rolling it over, but they got things moving faster. They set up a call with the new firm handling my money, and it made everything smooth. Kasen Quiring from Capitalize was super helpful and really knew his stuff. They managed to do an electronic transfer directly between trustees, which saved me about a week since there was no need to send checks back and forth. It's nice to have someone take care of the nitty-gritty details and make the whole process less of a hassle. Overall, it was a solid experience, and I'm glad they reached out.

Definitely reach out to them!

I was totally confused about handling my 401k, like, where do I even start? Luckily, Jake and the team at Capitalize stepped in. They made everything so simple, I didn’t have to stress at all. It felt like they genuinely cared about helping me, not just ticking off another task. They guided me through each step, explaining things in a way that made sense, and I never felt alone in the process. I really appreciated having someone on my side, just focused on making things easier for me. It was a huge relief, and now I feel more confident about my financial stuff. If you're lost with your 401k, definitely reach out to them!

I had the chance

I had the chance to work with Jake Schlais, and let me tell you, it was a real smooth experience. Jake's got this way of making things straightforward and easy to understand. He was always polite and totally knew what he was doing, keeping me updated on everything without me having to ask. It was like he was one step ahead, making sure things were ticking along just right. If you're looking for someone who really gets the job done, Jake's your guy. The whole process felt seamless, and I left feeling pretty happy about it all. Can't say enough good things about the service, it's definitely worth checking out if you want things done right.

I’d definitely recommend reaching out to them.

I recently had the pleasure of working with Tom O’Neill to transfer my old 401K to a new IRA, and it was a breeze! Tom was amazing, taking care of all the complicated stuff, which was a huge relief for me. I just got married, so my last name changed, and he handled that effortlessly too. Tom really knows his stuff and made the whole process simple. I didn't have to stress about paperwork or anything; he guided me through everything smoothly. I’m really grateful for his support and Capitalize for having such awesome service. If you need help with retirement accounts, I’d definitely recommend reaching out to them.

I’ve been waiting way too

I’ve been waiting way too long for Capitalize to send my rollover forms. It's been over a month since I signed them, but they haven’t sent them to my current retirement account company. I keep emailing and calling their customer service every week, but all I get is the same line about their dedicated team working on it. Seriously, how can this take so long? Feels like they handed the paperwork to a monkey trying to figure out a fax machine.

Pretty satisfied

I recently used Capitalize to transfer my retirement account, and I gotta say, they know their stuff. The folks managing the transfer were really knowledgeable, and they did exactly what they promised. The timing was spot on too – the envelope they sent for forwarding my check to E-Trade came on the same day I got the check. So, I was able to mail it out to E-Trade immediately. Unfortunately, E-Trade took forever to deposit the check and make the funds available, but that's on them, not Capitalize. Overall, pretty satisfied with Capitalize, just wish E-Trade was quicker.

Awesome team

Rolling over my old 401(k) was a breeze with this team. They were super responsive and knew their stuff, guiding me through every step. I felt like they had my back the entire time. Honestly, it was way less stressful than I imagined. I didn’t have to worry about the usual paperwork headaches because they handled it all. If you’re looking to sort out your retirement savings without any fuss, these guys are the way to go. Can't believe how easy they made it. Definitely worth checking out if you want a smooth process.

I had a really frustrating

I had a really frustrating time with this company. Whenever I tried calling them, no one ever called me back. It felt like my questions were just too hard for anyone to answer. The whole experience was bad, and I wouldn't tell anyone to use this service. I ended up having to go through them because of Robin Hood when I was rolling over my old 401k. The customer service was just awful and made the whole process stressful. Definitely not recommending this company to anyone.

Super professional and quick

I gotta say, dealing with Capitalize has made sorting out my 401k accounts way less of a headache. Normally, this stuff is such a drag, but they actually made it kinda enjoyable. The team is super professional and always quick to get back to me when I have questions. It's refreshing to find a company that knows their stuff and isn't boring about it. They definitely made the whole rollover process smooth and stress-free. If you need help with your retirement accounts, these guys are the real deal.