Review Time
The whole process from start to finish was less than 2 weeks. And more importantly Capitalize streamlined the experience and took out any of the stress or concern you might have in transferring your retirement account to E*TRADE.
I rolled over my old 401(k) into a new account, and the experience was fantastic. The entire process was quick and seamless, with the highlight being that everything was managed through text messages. No phone calls, no waiting on hold, and no unnecessary back-and-forth. This made the experience completely stress-free. The service coordinated directly with my 401(k) provider and kept me informed throughout the process. I highly recommend this service to anyone seeking an easy and efficient 401(k) rollover.
I tried two times to get a rollover scheduled. First off, it's impossible to get a call unless it's two weeks out. My rep no showed my call today, didn't communicate why. I tried to chat with support and call the number but they don't have coverage even during their normal business hours which is a frustrating customer experience.I paid for the Plus service and got no service done. I just decided to initiate my own rollover because of the lack of communication, availability of this team. Definitely not worth the $75.
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