Firstrade Partners with Capitalize to Simplify 401(k) Rollovers
We’re excited to announce that Firstrade has partnered with Capitalize, the award-winning platform that helps people find and roll over their old 401(k)s. This collaboration makes it easier than ever for Firstrade clients to move their legacy retirement accounts into a Firstrade IRA — with no fees, no minimums, and no hassle.
By integrating Capitalize’s Rollover API directly into the Firstrade platform, investors can now digitally locate old 401(k) accounts and roll them over in just a few clicks, eliminating the confusing paperwork and long delays that typically come with the process.
According to studies, millions of Americans have left behind over $2 trillion in old 401(k)s due to the complexity of traditional rollovers. With this new integration, Firstrade is helping investors take control of their retirement savings by keeping all their investments in one place — easily and securely.
“By collaborating with Capitalize, we’re giving our clients a streamlined, digital-first way to prepare for retirement,” said John Liu, CEO of Firstrade. “It’s another step in our mission to make investing simple, inclusive, and accessible for everyone.”
With Capitalize’s technology, Firstrade users can enjoy a smooth, fully online rollover experience — available now on both the Firstrade mobile app and web platform.
