I work for TIAA and this was smoother…
I work for TIAA and this was smoother than a lot of client rollover experiences. Thank you!
About Capitalize
Data updated- Website
- hicapitalize.com
- Category
- Money & Insurance
- Location
- United States · New York
- Status
- Unclaimed
- Last 12 months
- 102 reviews
- Replies to negative
- 86% (6/7)
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Is Capitalize legit?
Capitalize (hicapitalize.com) has a 4.7 out of 5 rating on OK.one, based on 102 user reviews collected here. It is listed under Money & Insurance and its reputation is excellent. Praise is nearly unanimous, with 93% rating it 4 stars or higher; The business has replied to 86% of negative reviews. Last updated 2026-08-10.
What people say
Customer service
You lost my rollover and it took an…
You lost my rollover and it took an extra six weeks to receive it in the end and i had to send it manually. My experience with capitalize was lackluster and unwhelming. I wouldn’t recommend it to anyone.
Reply from Capitalize2026-07-17
Hi Kevin, Thank you so much for taking the time to share your feedback. At Capitalize, our goal is to make the rollover process easier for our customers. We're sorry your experience didn't meet our high bar. We’re working on reflecting your feedback in our internal processes as we’re constantly looking to provide a better and useful experience for our users. Thanks again for the honest feedback, we really appreciate the review. Best,
An Exceptional IRA Rollover Experience with Capitalize
I just completed my IRA rollover request from my John Hancock-administered retirement plan to my E*TRADE IRA rollover account using Capitalize, and I wanted to share how impressed I am with the entire experience. With a background in technical system design and retirement services, I tend to pay close attention to the quality of digital workflows and customer experience, especially in my given field. Capitalize has done an exceptional job integrating its rollover platform with E*TRADE. The process was intuitive, seamless, and efficient from start to finish. The confirmation screens, clear explanations of the next steps, and timely follow-up communications inspired confidence throughout the transaction. As promised, after my rollover request was reviewed, I received a text message outlining exactly what I needed to do next. Completing my portion of the process took only a few minutes, and every step was clearly communicated. I also want to recognize Sophie, the Capitalize representative who called to complete the process. She is a tremendous asset to your organization. Sophie was pleasant, kind, articulate, and exceptionally knowledgeable. She demonstrated a thorough understanding of the product, retirement industry terminology, and every step of the rollover process. She answered my questions confidently and made what could have been a complicated transaction feel simple and stress-free. It's refreshing to experience a company that combines outstanding technology with equally outstanding customer service. Please extend my thanks to Sophie and the entire Capitalize team for building such a well-designed and customer-focused experience.
Great rollover experience
Great rollover experience Everyone was so helpful, and the whole process took only around 20 minutes. Highly recommend!
Sophie was really helpful
Sophie was really helpful. Great service
Claude was extremely helpful and…
Claude was extremely helpful and patient during the excruciatingly long process caused by the company I was transferring money from.
You guys made this easy
You guys made this easy. Everything was taken care of and it was straightforward.
They made it so easy and took care of…
They made it so easy and took care of everything from the beginning to the end
Rollover made easy.
Straight forward step by step instructions. Very clear and concise. Allowed process to go smoothly.
Claude Ankamah was extremely helpful…
Claude Ankamah was extremely helpful and walked me through the process ensuring all went very smoothly.
Super easy throughout the entire…
Super easy throughout the entire process!
The customer care team was very responsive
The customer care team was very responsive throughout.
Claude was very helpful and clear on…
Claude was very helpful and clear on the steps to complete the transfer
Super Easy transaction
Super Easy transaction. Capitalize does everything for you. You just sit back and wait for the funds to hit your account.
Fast and easy
Being a first time rollover for me, it was fast and easy. I'd expected a long, drawn out process, but this was a breeze.
Current RH employee gives this a thumbs up
I appreciate the option to do the rollover via text. Sometimes it's hard to step away from a meeting. Chrys was responsive and quick to help me out. I just started at Robinhood so wanted to demo this offering to see what the client experience was like. I think an ETA on when I could expect to hear from someone would be helpful, but other than that it was pretty easy!
Instructions and everything was clear…
Instructions and everything was clear on the process. What worried me was just this big check being mailed to me and then I had to mail again, I couldn't wait for it to arrive safely. I emailed the team with questions that were answered, everything was taken care for me. Thank you!
Customer service is fantastic
John at Capitalize made this a five star experience. After a couple snags in the process, he reached out to me personally to make sure my rollover got over the finish line. At the end of it, customer service is what it's all about.
Reply from Capitalize2026-07-14
Hi Domenic -- thanks for reaching out with your feedback. We’re really sorry for the experience you had. At Capitalize, we make the rollover process easy for our customers, and we’re disappointed that your experience wasn’t in line with the norm here and our high bar. We’ve reflected your feedback in our internal processes as we’re constantly looking to provide a better, more streamlined experience to our users. Our Customer Experience team will reach out to you directly to resolve any outstanding issues.
Made transferring my old 401k easy
Made transferring my old 401k easy. I didn't have to do any paperwork.