Mixed Reviews for Capitalize's 401k Rollover Service
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Mixed Reviews for Capitalize's 401k Rollover Service

Capitalize 401k Rollover Feedback Analysis Report

Capitalize receives mixed reviews, with many praising the service for its ease and helpfulness in 401k rollovers. Customers appreciate the support provided through the process but complain about delays, unresponsiveness, and possible missing funds. Some feel the service is overpriced for the level of assistance received. Overall, opinions are divided on the efficiency and reliability of Capitalize.

Source: Trustpilot Reviews of Capitalize 

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Customer Feedback Analysis of Capitalize 

Uncover insights from Capitalize's mixed reviews on 401k rollovers with our detailed analysis report.

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Custom Date - Dec 26, 2024
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  • Great Experience

    The personalized service and the ease of the process make the it great. I was not aware of the fee charged from my previous servicer when rolling over my 401K, but that was not Capitalize's fault.

    Sentiment
    • Positive
    Content
    • Easy Rollover Process
    Mar 04, 2024
  • Capitalize made my 401(k) rollover a BREEZE!

    Capitalize made my 401(k) rollover a breeze! The platform's simplicity and clear instructions guided me seamlessly through the process. The standout feature was the transparent communication, keeping me informed at every step.My representative, Ian, deserves special mention. His expertise and dedication made the experience exceptional. He patiently addressed all my queries, ensuring a smooth transition.Overall, Capitalize's user-friendly platform, transparent communication, and excellent customer service, exemplified by Ian, make them a top choice. Highly recommended!

    Sentiment
    • Positive
    Content
    • Easy Rollover Process
    Mar 02, 2024
  • Quick, Easy, and Professional

    I needed help locating a retirement account from an old employer to consolidate it with a current IRA. The whole process was quick and very professional, and clearly explained.

    Sentiment
    • Positive
    Content
    • Easy Rollover Process
    Feb 29, 2024
  • Capitalize never finished my 401k…

    Capitalize never finished my 401k rollover. I spoke with an agent named Colton on February 6, 2024 and was told it would take roughly a week to complete the rollover. Now coming up on the end of the month (2/27/24), I have yet to see my funds in my new IRA. I have emailed support every other day for the last week and left 4 voicemails only to be completely ignored. I’m writing this review in hopes that 1) no one uses this service as it’s much better to just do it on your own and 2. I’m hoping capitalize sees this and finishes my rollover as there is no other way I can think of to reach them.

    Sentiment
    • Negative
    Content
    • Delayed Responses and Unavailability
    Feb 27, 2024
  • Wonderful customer support!

    Super helpful, very patient, suggested different approaches with my technical difficulty and very clear instructions. Ian was happy help, he followed up with me until the very end! Fantastic job!

    Sentiment
    • Positive
    Content
    • Technical Difficulties Assistance
    Feb 27, 2024
  • Excellent

    I was a little nervous and did not know what to expect in the zoom meeting I scheduled. Chelsey, the operation associate, made the rollover experience as easy, seamless and quick as it could be. She also followed up with me after a couple of weeks to make sure I’ve received the rollover funds.

    Sentiment
    • Positive
    Content
    • Responsive Customer Service
    Feb 27, 2024
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