Chrys was extremely helpful and patient…
Chrys was extremely helpful and patient while navigating through the process.
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
5 star seamless experience
The entire process from inquiry to rollover completion was seamless and only took 10-15 minutes.
Victor was great working with
Victor was great working with. He was professional and used tact and understanding in handling the transition from Transamerica. He promptly followed up with the transaction which went smoothly to my ETrade account.
Claude was very helpful in setting up a…
Claude was very helpful in setting up a follow up call for me!
Rollover
Having my rollover money added to my account within no time.
Very easy process
Very easy process. Clear and concise instructions from Chrys on how to handle the process.
Nice
Nice, but no intermediate updates
Top notch experience
The experience was top notch. The person connected with me quickly, helped me every step of the way and contacted at regular intervals for follow up. I would definitely recommend them.
Very responsive
Quick
Quick, easy and intuitive.
The process exceeded my expectations
The process exceeded my expectations. It was fast, rep was friendly, professional, and knowledgeable. Fantastic service, no complaints!!!
Multiple delays and lack of follow-up.
Unfortunately, my experience with Capitalize has been underwhelming, from emails being blocked by security, slow follow-up, and delays in processing forms. Your personnel are very nice, but the behind the scenes processes and limitations for the staff to deliver timely answers is disappointing. I uploaded a document to my account for processing on June 10th based on instructions, and I was notified a month later after having to follow up that it was sent to me for signature on July 8th. I had to ask to have it resent as I do not have it in my email. This is a 2 way street and I admit I have had delays to to travel and other activities, but this transfer process has been in play for months. What is more frustration is my wife did a similar transfer from the same vendor, without having to jump through hoops. I am loosing out on opportunities with my Facet account, due to delays at Capitalize.
Reply from Capitalize2026-07-13
Hi Christopher, thank you for sharing your feedback. We are truly sorry your rollover experience did not meet expectations. At Capitalize, we pride ourselves on making this process seamless, and we are disappointed that we missed the mark for you. We take your comments seriously and are already using them to improve our internal processes. A member of our Customer Experience team will reach out to you directly today to address your specific questions and help resolve this.
401K transfer
Semless transfer in a very timelesss manner. Nice customer service. Capitalize gets absolutely my recommendation.
Patient, responsive, easy to reach
Claude has been amazingly responsive each time I reached out. This transfer with TIAA and Etrade has not been straightforward but he's been patient, clear, responsive and helpful. Here's hoping it gets resolved soon. I only deducted a star because it has taken so long, but that's really a TIAA failing I think. Perhaps the process could have been explained better but I'm not sure that's the responsibility of Capitalize or TIAA.
Great Service to consolidate IRAs
Scott was great making the process of Rollover of our old IRAs simple and easy. Questions were answered in easy to understand terms. This is a great way to get your employer's IRA's transferred to your main IRA account.
Claude was excellent and patient
Claude was excellent and patient. He explained the process very well.
Easy peasy…thank you!
Autopilot rollover
Autopilot is was this was. Capitalize handle the whole process and it went just as planned
easy and clear
Reduced paperwork stress
It was very, it reduced the paperwork stress to a minimum. My customer associate guided me through the process and it was all handled with a form and a phone call