Hicapitalize.com

Hicapitalize.com heeft hun bedrijfsprofiel geclaimd op Real Reviews

The company is good because

The company is good because they offer personalized service and the whole process is easy. I didn't know about the fee my old servicer charged when I rolled over my 401K, but that's not Capitalize's fault.

The process of transitioning my 401k was incredibly smooth

The process of transitioning my 401k was incredibly smooth. I had the pleasure of speaking to informative, kind, and highly professional representatives who made the experience hassle-free and reassuring.

Streamlined processes, diligent follow

Streamlined processes, diligent follow-ups ensured a hassle-free experience. Capitalize's proactive approach resolved my 401K check delay seamlessly. Effortless on my end. Strongly recommend.

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.

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.

Capitalize made it SO easy to transfer

Capitalize made it SO easy to transfer my four 401ks and 403bs from 2013, even though a few were complex. I was amazed it was a free service. The support team was great too.

Moving my 401k to Capitalize

Moving my 401k to Capitalize after ten years was smooth. They handled issues promptly, including liaising with other teams. Now, having everything in one place is a relief!

Eric was super helpful, I couldn't have asked for better.

Eric was super helpful, I couldn't have asked for better. Will definitely tell others about your service. If it weren't for capitalize, SoFi transfer would've been tough!

The custom service and how

The custom service and how easy the process was make it good. I didn't know about the fee from my old service when moving my 401K, but that wasn't Capitalize's fault.

I needed help finding an old retirement

I needed help finding an old retirement account to merge it with my current IRA. The whole proccess was fast and very proffessional, and clearly explained.

This company was great!

This company was great! Rolled over my 401k smoothly. Tom from Tech Support was awesome explaining steps, simple process, good communication. Recommend!

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.

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.

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’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!

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!

Capitalize was very good

Capitalize was very good at what they do. My transaction went smoothly and timely. Thank you for helping me!

The communication throughout the

The communication throughout the entire process was impressive, with consistent updates at every stage.

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.

This company was quite helpful.

This company was quite helpful. They assisted me in finding my retirement account from a previous job so I could combine it with my current IRA. The process was fast and they were very professional, explaining everything clearly.

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.

Although the representative I spoke

Although the representative I spoke with was friendly, waiting for months for this appointment ended up being pointless since they couldn't assist me in transferring funds from a rollover IRA (from my old employer's 401k) to my current employer's 401k. I opted for Capitalize to simplify the process, but it turned out to be a complete waist of my time.

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 this company to help with my 401k

I tried this company to help with my 401k rollover. I sent my check to the new bank through them. Someone cashed the check, but no one knows who. Neither bank can find it. Capitalize hasn't replied to my emails or tried to solve this. My savings might be gone. Don't use this company; they might be a scam.

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.

Everything was smooth

At first, everything was smooth and straightforward. But after I finished the rollover call, it was like everyone disappeared. I tried sending emails, chatting online, and making phone calls. Nothing worked. The only way to get in touch with someone was to schedule another rollover, which seems pretty ridiculous. If you don’t need any follow-up, Capitalize would be awesome. But if you have questions or need help afterward, good luck. They really need to work on their communication because it’s frustrating trying to get any answers. Overall, the initial process is good, but the lack of support after is a big letdown.

I had to wait for over six weeks

So, I had to wait for over six weeks for my funds to transfer to my new IRA. Capitalize kept saying the delay was normal, which felt like a brush-off. Then, they made me call my old 401k provider to stop the check and get a new one issued. Now, the new check has to be mailed to me instead of directly to the new IRA account provider because of some guidelines. It was just so much extra work for me, having to micromanage and keep track of everything. Capitalize didn't really help at all; they just made the whole process slower and more complicated. They were basically just an inefficient middleman.

Using Capitalize was a total

Using Capitalize was a total joke. I shared my personal info, and then some dude from their team calls me, sounding like he's chilling in his mom's basement with Netflix on. We did a 3-way call with Schwab, and even the Schwab rep seemed irritated. They gave me some instructions, but that was it. No follow-up at all. Months went by, and when I checked my Capitalize account, it just said, "This account couldn’t be rolled over." No reason why, even though I did everything they said. It felt like a scam, like they just wanted my data. Don't waste your time with these guys.