Review of Capitalize: A Hassle-Free 401(k) Locator and IRA Rollover Platform

Are you looking for a hassle-free way to manage your old 401(k) plans and roll them over into a new IRA? Look no further than Capitalize, a free 401(k) locator and rollover platform that can help you simplify the process.

Capitalize acts as a middleman between your existing or forgotten 401(k) accounts and partners with other investing platforms like Vanguard, SoFi, and Betterment to offer unbiased advice and guidance on your rollover. While Capitalize doesn’t offer asset management or market access, it can be a valuable tool for inexperienced investors looking to consolidate their retirement savings.

With Capitalize, you can easily identify your old 401(k), pick a rollover IRA based on your preferences, and transfer your assets with the help of their experts. The platform is free to use and offers a $75 Amazon gift card for each friend you refer who submits a rollover with Capitalize.

While Capitalize may not be the right fit for everyone, especially those looking for asset management or market access, it can be a great resource for individuals seeking assistance with their 401(k) rollovers.

If you’re interested in learning more about Capitalize and how it compares to other investment platforms, be sure to check out our in-depth review. And remember, our opinions are our own, so you can trust that you’re getting unbiased information to help you make informed decisions about your investments.