ERISA Disclosure

Last updated: August 15, 2024

Capitalize and its owners, affiliates, and their employees (collectively, “Capitalize”) makes no recommendations regarding your retirement account, including, but not limited to, whether you should rollover your retirement account or on the investment of that account. Capitalize is not providing, or agreeing to provide, any services or advice in a fiduciary or advisory capacity under the Employee Retirement Income Security Act, Section 4975 of the Internal Revenue Code or any other federal or state law. You should not rely on information or services provided by Capitalize as a basis for your rollover or investment decisions. Consult your own financial or tax advisors if you need assistance.