Capitalize Reviews 

Derrick North did a great job explaining the process and instilling confidence. It was easy to do the transfer of funds from Fidelity to Facet! Thank you!

My experience was terrible. I was scheduled to have a call with a representative but it was canceled. I was never informed of the process. I received my rollover check without direction on next steps, which I had to contact SoFi to get. Then a few days later I received a package with the pre-paid envelope. Which was too late because two days earlier I sent the check via FedEx. The was assuming the rollover funds would've been sent directly and didn't understand why they wrecked sent to me and I had too forward to the clearing company. Overall it was confusing and not presented to me and a terrible process

process has been quick and easy so far! i’m very happy with the exceptional service that i received today

It was easy and fast! I was worried about the process but they had guidance for every step.

It was great! I started my rollover, gave them information they needed, took like few minutes. Chrys was professional and sweet helping me throught this.Then they said the rollover was almost comple, that it would just take a couple of business days. Exactly 1 week for me and it was in my account! I loved it, so easy and stress free! Definitely have been telling my friends and family about it. Thank you do much for providing something like this to help people!

Very helpful, simple process

Once process was started it was easy

This couldn’t have been easier. You just need your login information and they literally do the rest. I got several emails communicating the status throughout the whole process, which really was much faster than I thought would happen. 10/10, no issues at all. Thank you!

It was my first rollover experience, I was worried a little about the process, but Capitalize helped me through complete process to the end. Thank You Capitalize👏👏

My investments are managed by SoFi and they use Capitalize for rollover transactions. Usually those types of transactions are a bit challenging and quite time consuming. Capitalize made this as easy as making a cup of coffee! They even provided the convenience of a pre-addressed, postage paid envelope which arrived the same time my rollover checks.

Support offered clear guidance. They made sure we add all the right information and talk to the correct person before moving forward. Great communication throughout the transaction

Super fast and safe way to enable fund transfer. Thanks to the team.

I've rolled over several 401Ks into my IRA over the years and this process was by far the easiest and smoothest. No phone calls, no document uploads, just easy. Everything being done over email and text was super convenient. I hope to do all of my rollovers with Capitalize going forward!

I liked how convenient it was to do the rollover as Capitalize does most of the work for you. What I didn't like is that it took almost THREE MONTHS to complete the rollover.

I had already signed a document and uploaded it and then the Capitalize rep requested me to do it again, not checking for completion on their end.

Other than that, it was smooth and communication was easy.

Claude was very patient through the entire process and we got it done!

It was very helpful to have someone from Facet via Capitalize help me to navigate my 401K rollover in to my IRA.

My experience with Capitalize was amazing, from begining to end, they made the whole process so easy and efficient, I had struggled for months to combine two accounts into one, and all it took was one simple phone call. Maricon was excellent.
Thank you so much.