Hicapitalize.com Reviews - 98

Professional team!

I recently had to roll over my 401k and came across Capitalize. From the get-go, their team was amazing. They made everything so easy and smooth, which was a huge relief. They were super patient and really went the extra mile to help me out. It’s rare to find companies that genuinely care about their customers like this. I just wish more companies were like Capitalize to guide us through complicated processes. Now, I'm hoping they could assist with HSA rollovers too, and if possible, without any fees. Overall, a fantastic experience with a dedicated and professional team!

Pretty satisfied

I recently used Capitalize to transfer my retirement account, and I gotta say, they know their stuff. The folks managing the transfer were really knowledgeable, and they did exactly what they promised. The timing was spot on too – the envelope they sent for forwarding my check to E-Trade came on the same day I got the check. So, I was able to mail it out to E-Trade immediately. Unfortunately, E-Trade took forever to deposit the check and make the funds available, but that's on them, not Capitalize. Overall, pretty satisfied with Capitalize, just wish E-Trade was quicker.

Transferring my 401k was a

Transferring my 401k was a breeze thanks to Capitalize. I couldn't believe how smooth the whole thing went. They connected me with Albert, who really handled everything. From signing up to linking accounts and scheduling an appointment, the entire process took less than 30 minutes. Albert was incredibly helpful and made sure everything was done right. I’m honestly surprised at how easy it was! If you're thinking about rolling over your 401k, I can't recommend their service enough. It's such a relief to have something like this taken care of so efficiently.

Man, dealing with that 403(b)

Man, dealing with that 403(b) rollover was a nightmare for me. Tried it myself a few times and just couldn't get it right. Then I found these guys through an Instagram ad, of all places. Was a bit skeptical at first but decided to give it a shot. They wrapped everything up in about three weeks, from first contact to getting my funds exactly where I wanted. They kept me updated throughout the whole process, which was super reassuring. Honestly, if I ever need to handle another tricky rollover, I'd definitely go back to them. They just made it so easy.

Wow, I gotta say, my

Wow, I gotta say, my experience with this place was just amazing. From start to finish, they really went above and beyond. They took the time to explain every little detail, which made me feel super comfortable. They kept me in the loop the whole way and took care of all the nitty-gritty stuff behind the scenes. Honestly, I probably wouldn't have gone through with the whole process if it wasn't for them. Everything went so smoothly, and I didn't have to worry about a thing. It was just a truly wonderful experience! Highly recommend them to anyone.

I recently had to roll

I recently had to roll over my retirement account, and it was a breeze thanks to Victor. He was super patient and answered every single question I threw at him. I was kind of nervous about the whole thing since I'm not exactly a finance expert, but Victor made it simple. They even sent me a prepaid envelope to mail the check to the new institution, which was a nice touch. If you're like me and new to this kind of stuff, I'd totally recommend their service. It took all the stress out of the process. Big thanks to Victor for making it so easy!

Honestly, I was a bit

Honestly, I was a bit doubtful about Capitalize being free, but it really is! They handled everything for my 401K rollover after I got laid off. They even contacted my old company to kickstart the rollover to my new account. Plus, they sent me a prepaid envelope to mail the 401K check to Charles Schwab, which was a nice touch. Anytime I had questions or worries, they were super responsive. The whole process was a breeze, and I'd definitely suggest it to anyone who needs help organizing their finances or dealing with a 401k rollover.

I used Capitalize to transfer

I used Capitalize to transfer my old 401k funds and it was such a breeze! I had been putting it off for years because the paperwork always felt too much to handle. But Capitalize sorted it all out for me. Just one quick phone call, and they sent me checks and prepaid envelopes to split my 401k into two different IRAs. They were super responsive to all my questions. And the best part? It didn’t cost me a thing! I can’t believe how simple they made it. Highly recommend Capitalize if you need to rollover old 401k funds.

Awesome team

Rolling over my old 401(k) was a breeze with this team. They were super responsive and knew their stuff, guiding me through every step. I felt like they had my back the entire time. Honestly, it was way less stressful than I imagined. I didn’t have to worry about the usual paperwork headaches because they handled it all. If you’re looking to sort out your retirement savings without any fuss, these guys are the way to go. Can't believe how easy they made it. Definitely worth checking out if you want a smooth process.

Man, I gotta say, Capitalize

Man, I gotta say, Capitalize totally blew me away. They really stayed with me and walked me through every step that was needed to roll over my work 401K to an IRA account. Still working and contributing to my work 401K, but now I know I can do a yearly roll over, thanks to them. It was such a smooth process, and they made it feel so easy. Honestly, didn't think it'd be this simple. Props to the team at Capitalize for making it happen. Highly recommend it if you’re looking to roll over your 401K without any hassle.

I was so lost about

I was so lost about rolling over my 401k to an IRA, but then Chelsey jumped in to help. She was so patient, answering every single question I threw her way. The whole thing, which I thought would be a nightmare, turned out to be super smooth and quick. Honestly, I didn’t expect it to be this easy. Chelsey made what could have been a stressful process into something almost enjoyable. If you're in need of this kind of service, I can't imagine a better place to go. It’s definitely worth it and highly recommend it!

I was pretty anxious

Honestly, I was pretty anxious since it was my first time dealing with this kind of stuff. But, wow, the rollover was done super fast, and I'm really thrilled with how it turned out. If only I'd known about this service sooner—I could've saved myself a bunch of time. The efficiency and speed of the process were truly impressive, and it made everything so much easier for me. It's such a relief to have it all sorted out. Highly recommend this service to anyone who needs a smooth and quick rollover experience!

I was really impressed with

I was really impressed with how smooth the whole process was. Started things off online, which was a breeze, then got a call from a rep who asked a few more questions. We quickly got on a call with the company handling my old 401k, and before I knew it, everything was sorted out. Honestly, it hardly took any effort from me. They even sent me a prepaid envelope for mailing the check to my IRA company. It all felt surprisingly easy and fast. Definitely made what I thought would be a hassle, super simple.

I recently decided to tackle

I recently decided to tackle rolling over my 401k and IRA accounts, which I'd been avoiding forever. Honestly, I was dreading the whole process, but these folks made it surprisingly painless. They walked me through every step and answered all my questions without making me feel dumb. Plus, it didn't cost me a thing! The peace of mind I got from having someone guide me was priceless. Seriously, if you've been dragging your feet on this like I was, just schedule an appointment. You'll be glad you did!

Super professional and quick

I gotta say, dealing with Capitalize has made sorting out my 401k accounts way less of a headache. Normally, this stuff is such a drag, but they actually made it kinda enjoyable. The team is super professional and always quick to get back to me when I have questions. It's refreshing to find a company that knows their stuff and isn't boring about it. They definitely made the whole rollover process smooth and stress-free. If you need help with your retirement accounts, these guys are the real deal.

I had to rollover

I recently had to rollover my 401k from my old job into an IRA, something I’d never done before. I was super nervous and stressed about it. But then I found Capitalize. They were amazing at guiding me through each part of the process. They gave clear instructions on what to do every step of the way, making it so much easier than I expected. If you have to do a rollover and are clueless like I was, definitely go with Capitalize. They totally know their stuff and really make it simple.

Wow, using Capitalize was such

Wow, using Capitalize was such a breeze for my rollover. From the get-go, everything felt so smooth and easy. I'm genuinely grateful for their help. Gotta give a huge shoutout to Kasen Q. This guy was on point! Super helpful, always on time, and kept things moving without me having to chase him down. He stayed on top of everything from start to finish, making sure nothing slipped through the cracks. Honestly, couldn’t have asked for a better experience. Thanks a ton, Kasen!

Big thanks to the team!

I stumbled upon this service through an ad, and it turned out to be a gem! They managed to track down and merge all four of my forgotten 401ks, which was a huge relief. Their communication was top-notch, and the Customer Success Managers were amazing to work with. Normally, I don't bother leaving reviews, but these folks genuinely deserve it. They took care of everything and kept me updated throughout the process. I feel so much more organized now. Big thanks to the team!

Man, using this site was

Man, using this site was a breeze. Rolling over my funds was super quick and easy, no hassle at all. Had a hiccup with my mobile deposit—totally my fault—but they had my back. Sent me a pre-paid envelope with clear instructions on how to mail my check to E*trade. Couldn't believe how smooth they made it. They even followed up to make sure everything was on track. Honestly, it went perfectly. Feels good to know they actually care and are there to help when you need it.

I was pretty nervous about

I was pretty nervous about doing a rollover, seemed kinda complicated. But then I came across a tip from My Rich BFF, Vivian Tu, and wow, it made things so much easier! Vivian's advice is always on point, and this time it really took the stress outta the whole process. I followed her steps and everything went smoothly, no hassle at all. Can't believe I was worried about it before. Now I feel way more confident about handling my finances. Thanks, Vivian!

I wasn't sure about trying

I wasn't sure about trying this service because it seemed almost too simple. But I decided to give it a shot and just put in my details. The specialist took care of everything from there. No calls, no hassle, just a smooth process. It all went down so easily, and before I realized, my 401k rollover was already in my new account. I'm really happy with how it turned out. Thanks a bunch!

I finally decided to deal

I finally decided to deal with my old 401K after putting it off forever. Heard about this company from a podcast and thought, why not give it a shot? Surprisingly, they made the whole thing super easy. Definitely gonna use them again if I need to sort out 401K stuff. At first, I was a bit suspicious because it’s free, but turns out it's totally legit. Fingers crossed it stays free!

Definitely recommend giving it a shot!

I gotta say, I was kinda nervous this would be a hassle, but it was actually super easy. The whole thing only took about 15 minutes, and to my surprise, the funds were in my account in under a week. Couldn’t believe how smooth and fast the process was. If you’re looking for something quick and straightforward, this is definitely the way to go. Definitely recommend giving it a shot!

10/10

Switched my service recently and honestly, it was way smoother than I thought. Capitalize made this process simple and easy, checking in at every step. The transfer felt a bit old-fashioned, but they handled it like pros. It's rare to see such dedication in customer service these days. 10/10 would recommend for sure.

I recently went through a

I recently went through a process with this company, and it was mostly positive. The steps were straightforward and easy to follow, which I appreciated. But, I did feel like I could've managed it myself a bit faster. The biggest issue was the waiting time for updates or responses from an actual person—it took days sometimes. Their automated email system was on point, though, consistently checking in for status updates. I also think things would've moved quicker if the 403b provider used wire transfers instead of mailing checks. All in all, it wasn't a bad experience, but you need to be patient—something I'm not great at.

Scheduling an appointment with Capitalize

Scheduling an appointment with Capitalize was pretty smooth. I chose the paid version for $60 to get help with the rollover process. Doing everything virtually from home was a nice touch. But, I got bombarded with messages about being on time and warnings that if I was late, I'd have to wait 2-3 weeks for a new appointment. When the appointment time came, my specialist was really late. I had to send a reminder email to get him to show up. By the time he arrived, I had pretty much done everything and just needed the address for my 401k check. He said he'd follow up in a couple of weeks, but never did. I emailed Capitalize with screenshots showing I waited alone, and they were super apologetic and gave me a refund right away. The service wasn't perfect, but I'd use it again, probably the free version next time.

I can't believe what's happening

I can't believe what's happening with my 401k. It just vanished, and no one is giving me any answers. I've been calling and emailing constantly, but all I get is silence. It's like they're playing with my future. This isn't just pocket change; it's my retirement savings that I've worked hard for, and it's just missing. No one is taking responsibility, and it's beyond frustrating. If you care about your investments and want to make sure your money is safe, avoid this place. I've now switched to PWG, and they’ve been fantastic. Their payouts are quick, and their customer service is always reliable. I wish I had gone with them sooner.

Alright, here’s my experience

Alright, here’s my experience. I got my check, but the envelope to send it back arrived days later. So I had to use my own envelope and stamp, which ended up being returned to me. Super frustrating! Why not just send the check and the envelope together, right? Makes no sense to split them up. It’d save everyone some hassle and avoid these mix-ups. Overall, the process seemed disorganized. They really need to rethink how they send these out. It’s small stuff like this that can make a big difference in customer experience.

Just went through transferring my

Just went through transferring my 401k to an IRA and thought I'd share my experience. The process was smooth, but there was a hiccup with a promotional match offer. Turns out, to get the match, the transfer had to be done a certain way, which I wasn’t told about. I asked the rep if the 5% match applied, and they didn't mention that transferring by check would disqualify me. Now, I’m stuck with extra taxes and no match to help offset them. While the overall service was good and my funds transferred without issues, I wish the rep had been clearer about the promotion details. Would’ve saved me some trouble!

I tried using Capitalize

I tried using Capitalize to move my 401k accounts, and it was a bit of a mess. Took a week just to get a 20-minute appointment. During that week, I kept getting bombarded with emails and texts reminding me about the appointment. When the appointment finally happened, I felt like it was a waste of time. I could've done everything myself without their help. They did promise to send me an envelope to securely send my rollover checks, but that was the only upside. I got my rollover checks a week later, but nothing from Capitalize. Emailed them twice, once to the person leading my appointment, Omari Millsap, and once to customer service. No response at all. Six days later, an envelope arrived, but it was too late since I had already sent the checks myself. Honestly, their customer service was really disappointing. If you're thinking about using Capitalize, you might be better off handling it on your own.