Hicapitalize.com Reviews - 98

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 been planning to rollover some accounts

I had been planning to rollover some accounts for a long time but was always anxious about messing it up and getting a distribution by mistake. Capitalize made everything straightforward, letting me stay in control while offering support throughout. Capitalize provided clear instructions for submitting my info and was very responsive before, during, and after the process. I was grateful for the frequent updates and either direct calls or customized emails once a step was done. Definitely suggest to get rollovers sorted out with ease!

My previous employer or their 401(k) administration service

My previous employer or their 401(k) administration service (not sure which) worked with Capitalize to help ex-employees manage their 401(k). I had already begun a rollover when Capitalize reached out, but they set up a 3-way call with the receiving company and made everything go much smoother. Kasen Quiring was the Capitalize rep, and he stayed professional and capable all the way through. They managed to complete a trustee-to-trustee electronic transfer that saved me about a week (no need to send checks back and forth).

I worked with several diferent representatives

I worked with several diferent representatives at Capitalize and they guided a really complicated old 401K to IRA move from Fidelity to Robinhood. Everyone I talked with was prompt and professional on all mediums - phone, chat, and email. I never felt that I was left hanging. On the other hand, Fidelity makes it hard to move funds out, so it was invaluable to have the support from Capitalize operations agents. It's so rare these days to have real, human help and it's a huge relief when moving retirement funds.

The team at Capitalize was quick to respond

The team at Capitalize was quick to respond, called me as promised, and explained the process very well. Honestly, the whole experience was way easier than I thought it would be. Some things that really stood out: The Capitalize agent was super helpful during our call with Fidelity. She asked all the right questions and made sure everything was understood. The envelope for sending my check to my new financial company got to my house fast and had clear instructions that were really easy to follow.

Capitalize made rolling over my 401(k) easy!

Capitalize made rolling over my 401(k) easy! The platform was simple to use and had clear directions that helped me all the way through. The best part was the open communication, which kept me updated all along. My agent, Ian, was great. His skill and commitment made everything go well. He answered all my questions and made sure the process went smoothly. In short, Capitalize's easy-to-use platform, clear communication, and great service from Ian make them a top pick. Definitely recommend!

Capitalize made the process of transferring multiple 401ks easy.

Capitalize made the process of transferring multiple 401ks easy. They provided excellent service from start to finish. Guided me through each step on a video call, addressed all my questions, took care of the details by contacting one of my old 401k providers to ensure a smooth transfer, and followed up to make sure everything was done properly. One of the better customer service experiences I've had in a long time.

The company made everything so simple and much easier

The company made everything so simple and much easier than if I had tried to handle my rollover alone. I put my rollover off for quite a while because I thought the process would be a headache, but Travia was so helpful that I wish I had done it sooner! She gave me easy to understand explanations for each step of the process and even helped me to make sure I was moving my money to the right type of account.

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.

The company made everything so simple.

The company made everything so simple. They knew exactly what to do to get the info I needed, assisted with the call to the other company, and made sure all was ready before ending the call. It took around 30 minutes because of the account call, but then it was finished quickly and I was surprised at how straightforward it was! Thanks for making this process smooth and easy!

Ian P. did a great job helping me with my 403(b) rollover.

Ian P. did a great job helping me with my 403(b) rollover. He was very informed, went over the process in detail before linking up with my old retirement account, and was excellent at following up to make sure everything was in order. His skill and method made this task so smooth to handle! I strongly suggest this service if you need to combine old retirement accounts.

Capitalize made it easy!

Our 401k plan at our company was terminated after we were sold and we needed to roll our 401k and Roth 401k dollars over. The rep was on the call with the 401k plan provider and actually made the rollover process simple and smooth. The money was in my IRA and Roth IRA within a few days. I really appreciate the time and effort they put in to get it done.

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.

I've literally been putting off doing my rollover

I've literally been putting off doing my rollover for years, but with Capitalize it was truly easy. They called me once they had my old 401k provider on the line, and then walked through the process with me to get my funds rolled over. Couldn't be more satisfied with the excelent product and service from Capitalize!

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.

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.

My last employer made it hard for me to get my 401k

My last employer made it hard for me to get my 401k, but Capitalize helped me out quickly! Ernst was my rep, and he was great. I wish he could be with me on all my customer service calls from now on. Transferring an old 401k is often really bothersome, but Capitalize made this so simple.

Nice company, they realy know what they are doing

Nice company, they realy know what they are doing I had some doubts at first but all worked out just like they told me and the move was simple and quick with their support if you need to rollover your 401K go with this company they did well and it wasn’t to pricy.

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.

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.

I recently finished my rollover with Capitalize.

I recently finished my rollover with Capitalize. They don’t handle everything, but they help you step by step and take care of the key parts. Thanks to Chrys, the service specialist, for helping me out and answering all my qustions.

Ian and the Capitalize staff were really helpful with

Ian and the Capitalize staff were really helpful with my 401k to IRA rollover. They handled everything—from filling out the request form, organizing the notary, and giving prepaid postage to send the check to the new provider.

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.

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.