Capitalize Reviews 

Rolling over tax advantaged, retirement accounts is never fun but neither is managing several different brokerages. The people at Capitalize take an antiquated process and handle the whole thing start to finish. They’re helpful and easy to work with. I will use them in the future whenever I inevitably have the use again. It frankly makes consolidating my accounts in Robinhood more attractive.

What is Capitalize?? Through other apps, I rolled over my 401k. I supposed they could have utilized another company to help in that but not any party involved had accurate timelines, or tracking, or any accurate helpful information. I was flying in the dark the whole time just hoping the process worked.
Advertise better and actually provide end user value if you want good reviews and growth.

Easy to submit the transfer request. This was done by mail and I would have preferred an EFT transaction.

They do great job.
Trustworthy

Capitalize was extremely helpful throughout my 401k rollover process. The agent was knowledgeable and made the process seamless.

I was looking for my old 401k rollover transfer to Robinhood and I got some good offer from Robinhood which has done smooth transfer using Capitalize. Overall, I am satisfied with Robinhood and Capitalize nice, user friendly, app based transfer process. Thank you both for your great service.

I transferred over 12,000 into a SoFi IRA but never connected with Capitalize. I called several times.

They will take a manual process of rolling over older accounts and make it much smoother.

Really well done. Great communication throughout the whole process. Very satisfied

I sent cheques for both traditional and Roth IRA and l was told that they both were added to traditional IRA. 😤

Now l need to contact and spend hours with robinhood to try to see what happened.

Capitalize sent me an email that rollover was completed and to contact robinhood. How is it completed if it went to wrong accounts. No accountability?

Speed, communication, ease of use on website

It was my first time ever rolling over my 401k to a new company and Capitalize made it so effortless for me! It was quick, customer service is so kind, and responded quickly to questions I had.

Easy and smooth rollover process.

Extremely smooth experience.
I was able to migrate my employer 401k to a new account with minimal effort and the UI was simple and straightforward. No issues at all.

Derrick White was very helpful in answering my questions and walking me through the rollover process. It was super easy!

Very seamless for the transition even though the process isn’t completely finished yet (waiting on a transfer) thank you

My agent made me feel safe, even though I was transferring my life savings. He reassured me and in the end everything went well.

Efficient. Kept me informed every step of the way.

It was an easy process with clear instructions. I am very pleased with your service, thank you.

The start of the process was great, initial request + phone call. However, once problems arose with the process, the support has been poor.

1. Channels for communication are not clear. Unclear who I am supposed to email.
2. I keep getting "We will get back to you once we have more information". I have not heard back for extended periods.
3. My funds have been pending for over 2 months.
4. Capitalize integration with Robinhood might be broken. You guys sent me emails indicating my rollovers were completed, but the funds are not there and Robinhood has no records of these rollovers.