Scott (I think that was his name) was phenomenal. He was so patient as we figured out the logistics of a retirement acccount transition from TIAA to Betterment. He was my advocate during the whole int... Ver mais
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Veja o que dizem as avaliações
It did not do what it was supposed to do. It said the money will be deposited in my IRA account in 8-12 business days but it took the double or more. Their integration to look into my 401K account w... Ver mais
A empresa respondeu
Friendly, personable and experienced. Very nice to have an intermediary that can help walk through the conversion process. From Derrick to Stephanie to Scott, the whole team has been a pleasure to wor... Ver mais
Communicate was awesome, steps were clear, process was seamless. The customer service was top notch. (Very unusual these days) only thing that didn’t mesh up exactly…. My check arrived prior to my mai... Ver mais
Detalhes da empresa
Sobre Capitalize
Escrito pela empresa
Don't leave your old 401(k) in the dust.
We find, consolidate, and roll over your retirement savings into one account — for free.
We help people find and consolidate their old retirement accounts, like 401(k)s. Through Capitalize, you can:
- Transfer your 401(k) assets from previous jobs into a new or existing IRA
- Get matched with an IRA from leading providers like Fidelity, Betterment, SoFi, and others based on your preferences
- Let us do all the hard work, for free. Rollovers can be a pain. We’re experts on retirement accounts and offer unbiased help. We’ll coordinate with your old 401k provider to process the transfer, for free.
Rolling your old 401(k)s over into an IRA allows you to invest your money however you want rather than letting it sit in an old employer-sponsored plan!
Informações de contato
156 5th Avenue, 10010, New York, Estados Unidos
- contact@hicapitalize.com
- hicapitalize.com
4,6
Excelente
4 mil avaliações
Pede aos clientes que avaliem
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Veja como as avaliações e classificações são obtidas, pontuadas e moderadas.
Robinhood Rollover Support
Assistant was handled with persistent and intellectual ability in the matter, helpful and resourceful when asked detailed questions thank you Chrys
6 de agosto de 2026
Avaliação não solicitada
The service from Capitalize made the…
The service from Capitalize made the whole process smoother and efficient. I appreciated the follow ups and the quick responses to my questions.
13 de julho de 2026
Avaliação não solicitada
Claude made it easy for me to begin my…
Claude made it easy for me to begin my rollover and get it taken care of! Would recommend if your needing to get a rollover done
5 de agosto de 2026
Avaliação não solicitada
Very strait-forward and was done…
Very strait-forward and was done efficiently
4 de agosto de 2026
Avaliação não solicitada
Pode usar a ajuda de IA para as respostasVer mais
Na Trustpilot, é muito importante o conteúdo humano. Esta empresa também pode acessar nossa ferramenta de resposta auxiliada por IA, que os ajuda a redigir respostas.
No follow up and no close out from…
No follow up and no close out from Capitalize to Robinhood to verify the check had cleared Robinhood’s account. Basically the capitalize team started strong and got the entire process rolling but did not follow up on the back end to certify that everything closed out ok.
3 de agosto de 2026
Resposta da Capitalize
Thank you for taking the time to share your feedback. At Capitalize, our primary goal is to make the retirement rollover process as seamless and stress-free as possible. We are genuinely sorry to hear that your experience fell short of the high standards we set for ourselves.We take your comments seriously and are already using your feedback to refine our internal processes. Insights like yours are invaluable as we continuously work to improve the experience for all our users.If there is anything specific we can do to resolve any remaining issues for you, please reach out to our support team directly.
Best regards, The Capitalize Team
Great communication and explanations.
29 de julho de 2026
Stephanie communicates thoroughly…
Stephanie communicates thoroughly throughout the process.
1 de agosto de 2026
Victor helped with every step im rating…
Victor helped with every step im rating him five stars. Thanks for helping!
31 de julho de 2026
Helped me do a rollover and would…
Helped me do a rollover and would highly recommend them!
23 de julho de 2026
Avaliação não solicitada
Scott was amazing and super easy to…
Scott was amazing and super easy to speak with! He made the rollover process so easy and time friendly. I would recommend Scott to anyone trying to make a rollover! Thanks Scott for everything and making the process so smooth!
31 de julho de 2026
Avaliação não solicitada
claude was great
31 de julho de 2026
Avaliação não solicitada
Smooth and Simple
The agent who facilitated my transaction, Claude, was great - made the process easy and low-stress. Explained everything clearly, sent follow-up emails promptly, and sounded pleasant. Overall great experience.
31 de julho de 2026
Avaliação não solicitada
Capitalize helped with my rollover.
Capitalize helped with my rollover from a now defunct business that I used to work at. They served as the middle man between my old retirement account institution and my new one. I simply responded to emails or calls when needed and they worked it out in the background. There were some automated communication issues, but very low level. The fact that my former employer no longer exists and they worked things out was nice. I'm happy. No complaints!
30 de julho de 2026
Víctor Aguilar did a great job
Víctor Aguilar did a great job, he answered all my questions in professional terms, he facilitated smooth transition from one account to another with no delays and constant communication that makes me feel secure.
29 de julho de 2026
They made the entire process super easy…
They made the entire process super easy and kept me informed along the way
30 de julho de 2026
Avaliação não solicitada
Claude was communicative
Claude was communicative, supportive, and patient throughout my experience. He made a challenging task feel doable. Thank you!
29 de julho de 2026
Avaliação não solicitada
The process was explained very clearly!
21 de julho de 2026
Made it very easy to make happen
Made it very easy to make happen, very knowledgeable
29 de julho de 2026
Avaliação não solicitada
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