Capitalize Avaliações 

Great rollover experience

Everyone was so helpful, and the whole process took only around 20 minutes. Highly recommend!

Claude was extremely helpful and patient during the excruciatingly long process caused by the company I was transferring money from.

I just completed my IRA rollover request from my John Hancock-administered retirement plan to my E*TRADE IRA rollover account using Capitalize, and I wanted to share how impressed I am with the entire experience.

With a background in technical system design and retirement services, I tend to pay close attention to the quality of digital workflows and customer experience, especially in my given field. Capitalize has done an exceptional job integrating its rollover platform with E*TRADE. The process was intuitive, seamless, and efficient from start to finish. The confirmation screens, clear explanations of the next steps, and timely follow-up communications inspired confidence throughout the transaction.

As promised, after my rollover request was reviewed, I received a text message outlining exactly what I needed to do next. Completing my portion of the process took only a few minutes, and every step was clearly communicated.

I also want to recognize Sophie, the Capitalize representative who called to complete the process. She is a tremendous asset to your organization. Sophie was pleasant, kind, articulate, and exceptionally knowledgeable. She demonstrated a thorough understanding of the product, retirement industry terminology, and every step of the rollover process. She answered my questions confidently and made what could have been a complicated transaction feel simple and stress-free.

It's refreshing to experience a company that combines outstanding technology with equally outstanding customer service. Please extend my thanks to Sophie and the entire Capitalize team for building such a well-designed and customer-focused experience.

Sophie was really helpful. Great service

You lost my rollover and it took an extra six weeks to receive it in the end and i had to send it manually. My experience with capitalize was lackluster and unwhelming. I wouldn’t recommend it to anyone.

You guys made this easy. Everything was taken care of and it was straightforward.

Customer service

Claude was very helpful and clear on the steps to complete the transfer

Claude Ankamah was extremely helpful and walked me through the process ensuring all went very smoothly.

The customer care team was very responsive throughout.

Straight forward step by step instructions. Very clear and concise. Allowed process to go smoothly.

Super Easy transaction. Capitalize does everything for you. You just sit back and wait for the funds to hit your account.

They made it so easy and took care of everything from the beginning to the end

Super easy throughout the entire process!

I appreciate the option to do the rollover via text. Sometimes it's hard to step away from a meeting. Chrys was responsive and quick to help me out.

I just started at Robinhood so wanted to demo this offering to see what the client experience was like. I think an ETA on when I could expect to hear from someone would be helpful, but other than that it was pretty easy!

Instructions and everything was clear on the process. What worried me was just this big check being mailed to me and then I had to mail again, I couldn't wait for it to arrive safely. I emailed the team with questions that were answered, everything was taken care for me. Thank you!

Being a first time rollover for me, it was fast and easy. I'd expected a long, drawn out process, but this was a breeze.

John at Capitalize made this a five star experience. After a couple snags in the process, he reached out to me personally to make sure my rollover got over the finish line. At the end of it, customer service is what it's all about.

Nice, but no intermediate updates

Victor was great working with. He was professional and used tact and understanding in handling the transition from Transamerica. He promptly followed up with the transaction which went smoothly to my ETrade account.