Hicapitalize.com Reviews - 98

Capitalize made it SO easy to transfer

Capitalize made it SO easy to transfer my four 401ks and 403bs from 2013, even though a few were complex. I was amazed it was a free service. The support team was great too.

Moving my 401k to Capitalize

Moving my 401k to Capitalize after ten years was smooth. They handled issues promptly, including liaising with other teams. Now, having everything in one place is a relief!

Eric was super helpful, I couldn't have asked for better.

Eric was super helpful, I couldn't have asked for better. Will definitely tell others about your service. If it weren't for capitalize, SoFi transfer would've been tough!

We dealt with Jake.

We dealt with Jake. He replied fast, answered every question we had, and made the whole process much simpler than we thought it would be. Really recomend his services.

The custom service and how

The custom service and how easy the process was make it good. I didn't know about the fee from my old service when moving my 401K, but that wasn't Capitalize's fault.

I needed help finding an old retirement

I needed help finding an old retirement account to merge it with my current IRA. The whole proccess was fast and very proffessional, and clearly explained.

This company was great!

This company was great! Rolled over my 401k smoothly. Tom from Tech Support was awesome explaining steps, simple process, good communication. Recommend!

It was really simple to use, with clear and perfect instructions.

It was really simple to use, with clear and perfect instructions. This platform is a great choice for anyone doing their first 401k rollover.

Liked working with the team to help me with my 401k rollovers.

Liked working with the team to help me with my 401k rollovers. The steps were simple to understand, and they answerd all my questions.

Evryone I spoke with was very kind, and they

Evryone I spoke with was very kind, and they sent emails to keep me updated all the way. Really grateful for all their support.

I’ve moved over 2 401ks with Capitalize in

I’ve moved over 2 401ks with Capitalize in the last few years and they have provided a steady smooth service. I suggest them!

I had an old account with some issues - Capitalize

I had an old account with some issues - Capitalize helped me sort everything out and transfer it smoothly. Great partners!

Capitalize was very good

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

The communication throughout the

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

This company was quite helpful.

This company was quite helpful. They assisted me in finding my retirement account from a previous job so I could combine it with my current IRA. The process was fast and they were very professional, explaining everything clearly.

Although the representative I spoke

Although the representative I spoke with was friendly, waiting for months for this appointment ended up being pointless since they couldn't assist me in transferring funds from a rollover IRA (from my old employer's 401k) to my current employer's 401k. I opted for Capitalize to simplify the process, but it turned out to be a complete waist of my time.

I tried this company to help with my 401k

I tried this company to help with my 401k rollover. I sent my check to the new bank through them. Someone cashed the check, but no one knows who. Neither bank can find it. Capitalize hasn't replied to my emails or tried to solve this. My savings might be gone. Don't use this company; they might be a scam.

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.

Poor & false service

Hicapitalize web site provides false facts and give the impression that it found your 401K from the company that you think you have it and it turns out to be not true. I don’t recommend using this service.

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.

I was seriously dreading the

I was seriously dreading the whole 401(k) rollover thing. I had four accounts, split between two firms, and each one needed a check manually cut and sent out. I procrastinated for a year because it seemed like a nightmare. But then, my new custodian offered a rollover promotion through Capitalize, and wow, they made it super simple. I just handed over my account info, and they took care of scheduling calls with everyone involved. They even looped me in for approvals. Before I knew it, the checks were sent, and Capitalize provided pre-addressed envelopes with postage paid. The checks were with me for like three minutes, tops. It was a breeze. Highly recommend 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.

Man, I had 401k accounts

Man, I had 401k accounts scattered all over the place and it was driving me nuts. Keeping track of all those logins and then having the assets moved around was just too much. I really needed to merge them but the thought was overwhelming. Enter Capitalize. These guys are lifesavers. They made the whole process so simple and quick, I couldn't believe it. The customer service was top-notch, always there to help and super fast. They handle all the tough stuff, so you don’t have to worry about a thing. Plus, as a SoFi client, I'm getting 1% on my rollover, which is a nice bonus. Huge thanks to Sophie B. for being so awesome and kind!

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 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.

I transferred some funds

I transferred some funds and was pleasantly surprised by how hassle-free the whole experience was. The process was straightforward and didn’t take long at all. While I waited for the paper checks to go through, no one bothered me with constant updates or unnecessary questions. Once everything was finalized, they just confirmed if the transfer was complete and that was it. No annoying calls or spam emails, just efficient service. It’s refreshing to see a company that focuses on getting things done without all the extra nonsense. Makes you wish more businesses operated like this, keeping things simple and efficient.

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.

When I needed to roll

When I needed to roll over my Roth and traditional retirement accounts from an old job, I went with Capitalize and it was a game changer. I’d tried before and always got stuck with all the confusing info from my old firm, and I’m an accountant, so that's saying something! Capitalize made everything clear and simple, guiding me on what accounts I needed to set up and walking me through the entire rollover process. It was a huge relief to finally get it done without all the headaches. Big thanks to Capitalize for making it so straightforward and stress-free. Highly recommend them if you’re in the same boat!

I gotta say, working with

I gotta say, working with Capitalize was a game-changer for me. A finance group at my new job recommended them, and I finally decided to roll over my old retirement accounts. Honestly, I was pretty nervous about messing it up or facing tax issues, but they made it so simple. We went through everything step-by-step on the phone and Zoom. I even had a tricky question about one account that I couldn’t find an answer for anywhere online. They nailed it with just one email. Now, all my accounts are in one place, and I feel way more confident about my financial future and retirement goals. Thanks, Capitalize!

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.