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10 reasons to rollover
401(k) rollover tax consequences
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401(k) rollover vs withdrawal
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Does a 401(k) rollover count as a contribution?
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IRAs
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Rolling over your IRA into a 401(k)
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401(k)s
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Research
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Why 401(k) Rollovers Remain Outdated and Painful
The true cost of forgotten 401(k)s
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Average 401(k) balance
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Capitalize 401(k) finder
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How to roll over by plan type
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How to roll over by plan type
Rolling over a 401(k) to an IRA
Rolling over a 401(k) to a Roth IRA
Rolling over a Roth 401(k) to a Roth IRA
Transferring a 401(k) to a new job
Consolidating 401(k) accounts
Partial 401(k) rollovers
Rolling over a 403(b) to an IRA
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401(k) rollover guides
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401(k) rollover guides
How to roll over an Empower 401(k)
How to roll over an ADP 401(k)
How to do a Voya 401(k) Rollover
How to roll over a 401(k) to Vanguard
How to roll over a 401(k) to Fidelity
How To Roll Over a Merrill Lynch 401(k)
How to roll over a TransAmerica 401(k)
How to roll over a Principal 401(k)
How to roll over a Vanguard 401(k)
How to roll over a Fidelity 401(k)
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Powering rollovers for top financial institutions
...and others
2-5x
increase in AUM
+50%
higher rollover balances
9.4/10
customer rating
Recent Launches
Robinhood:
Capitalize to Power Rollovers for Robinhood Retirement Account Holders.
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M1 Finance:
Partners with Capitalize to Simplify Retirement Account Transfers for Clients.
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Webull:
Partner with Capitalize to Simplify Retirement Account Rollovers.
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“We view Capitalize’s Rollover API as a no-brainer solution that helps our members roll over in a simple, user-friendly way to easily consolidate their retirement accounts”
Stephen Sikes,
COO of Public
Our results
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70%+
Adoption by customers
when presented with a Capitalize option to assist with their rollover.
2-5x
Increase in assets
when Capitalize is added to onboarding experience.
~1.5x
Rollovers per customer
on average due to the ease and simplicity of our solution.
+50%
Higher rollover balance
for Capitalize rollovers compared to customers who do rollovers themselves
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