Hicapitalize.com Reviews: 120

I was moving some funds

I was moving some funds around with Capitalize and, honestly, it felt like a bit of a guessing game. I mean, you know how Amazon shows you every little step your package takes? Imagine if Capitalize did that! I lost a few weeks just waiting, not knowing what was happening. It’d be great to have a timeline or tracker to see where everything’s at. Other than that, it was pretty handy. They made the process straightforward and I got what I needed done. Just wish it didn’t feel like I was left hanging in the dark for so long. A little more transparency would go a long way in making it a smoother experience.

So, imagine this: I send

So, imagine this: I send a check, right? And it just vanishes. Gone. I try to reach out, but it’s like they’re ghosts or something. No one’s picking up. Then, plot twist—they lost the check by sending it to themselves! I mean, seriously? Now, I have to void and reissue the check. And get this—they want me to verify the address they put on the envelope. Shouldn’t they know that already? If they can’t get their own address right, why am I stuck doing their homework? It’s just frustrating, and honestly, I expected better. Can’t figure out why they’re even in the loop if they can’t sort their own stuff.

So, there I was, dreading

So, there I was, dreading this rollover process that felt like it would never end. But then Felisa B. stepped in and changed everything. It's like she had a magic wand or something. Before I even got on the call, she had already sorted out most of the stuff. Throughout the whole thing, she was always ahead, like she could read my mind. Every question I thought of, she answered it before I even said a word. It's rare to find someone who makes such a confusing process feel so easy. Seriously, Felisa, you rock! Thanks for turning something painful into a breeze.

Highly recommend giving it a go with her!

Everything got so much easier. She's got this friendly vibe that puts you right at ease. We talked through everything without a hitch, no awkward pauses or confusion. It was like chatting with a friend who just happens to know exactly what you need. Chrys made the whole process smooth and actually kinda enjoyable. I'm not usually one for writing reviews, but I just had to share how great she was. If you're ever in need of some solid help, she's the one to ask for. Highly recommend giving it a go with her!

I went through a

I went through a process with Chrys from Capitalize, and it was a game-changer. Chrys was super detailed and made sure I knew what to expect at every turn. It wasn't just about ticking boxes; she really got into the nitty-gritty, guiding me through each step with care. Her insights were spot-on, helping me manage my schedule like a pro. It felt like having a friend by my side who genuinely wanted to make things easier for me. I didn't feel lost or overwhelmed, which made a huge difference. If you're looking for a service that feels personal and attentive, you gotta check this out. Highly recommended!

I walked into the office

I walked into the office feeling pretty overwhelmed about my 401k rollovers. Lucky for me, Omari was there to help out. This guy knows his stuff inside out. He spent a solid hour with me, untangling the mess and even catching some mistakes the other reps almost made. It’s like he knew their policies better than they did! He made the whole process feel like a breeze. Companies need folks like Omari; losing him would be a big mistake. I feel super fortunate to have had his help today. He's definitely going places in his career, and I'm glad I got to work with him.

Let me tell you about

Let me tell you about my recent experience. I was pretty clueless about handling rollovers, and everyone kept saying it was a breeze to do on your own. But no one really explained how to start. Then I found these guys, and wow, what a relief! They made the whole process so straightforward. I didn’t have to stress about a thing. They handled everything without a hitch. It was like they knew exactly what I needed before I even asked. If you’re feeling lost like I was, give them a try. They really know their stuff, and it makes life so much easier.

I interacted with Chrys

I interacted with Chrys for customer support, and it was just incredible. She was super friendly and really knew her stuff. We went through everything so fast, and she even sent a recap email afterward to make sure everything was clear. Honestly, I didn't even have to do anything; she handled it all. I was left with no questions at all, which is rare for me. Usually, I have to double-check things, but this time everything was crystal clear. Chrys definitely made this the best support experience I've ever had. I'd give her a 10/10 without thinking twice.

Chrys was kind and ready to assist from the start.

Chrys was kind and ready to assist from the start. It felt like one of my best support moments, and I value how she guided me through it. Everything moved fast, she sent a clear recap email, checked that I understood each step, and handled all tasks while I barely had to do anthing. 10/10.

I’ve tried scheduling a rollover

I’ve tried scheduling a rollover twice now, and it's been such a hassle. You can't even get a callback unless you're willing to wait two weeks. Today, my representative didn't show up for our call, and I got no explanation whatsoever. Tried reaching out through chat and phone, but there’s zero support, even during their supposed business hours. It’s really frustrating. I shelled out $75 for the Plus service, and honestly, I haven't received any help. Communication and availability are seriously lacking. I ended up doing the rollover myself because waiting around was pointless. Definitely not feeling like I got my money's worth here.

quick to get on a call to set up my rollover

quick to get on a call to set up my rollover, walked me thru all the steps needed to successfully get it done asap

Total game-changer!

I gotta tell ya, dealing with retirement stuff always gives me a headache. I was super stressed about moving my retirement funds from ADP. That platform? Total nightmare, and good luck ever getting a real person on the line! But then I found Sophie at Capitalize. She was like a breath of fresh air, actually listening and answering all my zillion questions with patience. I felt like I was finally in good hands. The whole rollover thing turned out to be a breeze thanks to her. I’m seriously relieved and can’t believe it went so smoothly. If you’re stressing about this stuff, definitely hit up Sophie and Capitalize.

Working with Jake to roll

Working with Jake to roll over my 401K was a breeze. I initially thought it would be a daunting task, but Jake made it simple. He knows his stuff when it comes to retirement accounts and rollovers. He broke everything down so it was easy to understand and answered my endless questions with patience. His friendly and down-to-earth nature really put me at ease. What struck me the most was how approachable he was, like talking to a friend who just happens to be an expert in what you're dealing with. If you’re thinking about rolling over your 401K or need help with retirement planning, reach out to Jake. He’s professional, knowledgeable, and genuinely wants to help. Thanks, Jake, for making it all so straightforward!

I thought upgrading to the

I thought upgrading to the premium service would be a great move. At first, I was impressed—getting a real person on the line was fast. But things quickly went south. They promised to help transfer my Vanguard 401k to my TSP, and I was assured a notarized form would be sent my way, with all costs covered. Two reps confirmed this, but I ended up waiting endlessly. No form ever arrived, and my follow-up emails and calls vanished into a black hole. It felt like they just gave up on me. Eventually, I had to dispute the charge for the premium service because they didn’t deliver on their promises. It was pretty disappointing, to say the least.

Jake is really calm and friendly.

Jake is really calm and friendly. My computer skills are not very good… He spent a lot of time showing me every step, very nice. I felt nervous about these transactions. He made everything simple and easy.

Jake made everything easy.

Jake made everything easy. He kept me updated all the time. Asked the right questions to get the info he needed to finish the work. The result was exactly what he promised.

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.

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.

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.

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).

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 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!

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.

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.

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.

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.

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.

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!

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!

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.