Capitalize Avaliações 

Great experience! A score of ten. My accounts were a mess. Capitalize was able to straighten it all out.

Experience was smooth and straightforward.

Smooth process. Great communication. On time with deliveries and customer service.

Capitalize made it so easy for me to track down old retirement accounts (even one I had forgotten about entirely). From there on, they walked me through each step of transferring those into the new account I created. They made it super easy for me, and Martha L. (my customer service quality analyst) went the extra mile to help me with one account I had trouble with. She was incredible to work with!

Derrick was extremely helpful and assisted me every step of the way on the phone. He also checked in regularly afterwards as we waited for the check to arrive. I had been trying to rollover this account for 4-5 years, Derrick helped me get it done in one go!

Sophie made the entire experience amazing. Quick and efficient! Excellent service from this particular staff member

The process was smooth and my transaction was completed without any issues.

Easy to understand, no complicated hoops to jump through, very straight forward and the whole process was completed in half the estimated time

My experience was fantastic. Miss Sophie handled my 401k rollover effortlessly, all through phone text communication. I personally appreciated the smooth process and the absence of any stress.

Very helpful and smooth process. I want to personally thank the staff for handling my account and transfer.
Thank you

Very organized and documented process. The envelopes and instructions with prepaid usps priority postage were easy to use. The service reps setting up the rollover were friendly, knowledgeable and informative.

Claude was very patient and willing to help with every facet of the transaction

Capitalize made my rollover from Fidelity completely painless. I've had issues with Fidelity in the past, but Capitalize worked around them seamlessly.

Great service and experience

They were great and made the change over easy. Even though we had a few obstacles to navigate, they were handled with ease and professional.

Made the process way more complicated, the web interface does not work as intended, and this increased my rollover time by weeks and maybe months... would not recommend

Sophie was very helpful and made the process easy.

I work for TIAA and this was smoother than a lot of client rollover experiences. Thank you!