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Does Capitalize help with IRA to IRA transfers?
Does Capitalize help with IRA to IRA transfers?
Brianna LaCanfora avatar
Written by Brianna LaCanfora
Updated over a year ago

Our team doesn’t specialize in IRA-to-IRA transfers (at least not right now!). That’s because there’s some parts of the IRA-to-IRA transfer process we’re aren’t always able to help with. That said, we know changing to a new IRA can be tricky, so we’re happy to help you through the process.To sign up and get started, you can use this link. This will take you to a screen that asks “Do you know where your old 401k is?“(You’ll enter your old IRA information). We’ll also ask you if you already have an IRA opened, or if you still need to open one (we are happy to help!). Then we will ask you to create an account with Capitalize using an email address.If you have any more questions, don’t hesitate to reach out!

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