Capitalize, a platform for online retirement account transfers, today announced a new partnership with Webull, a digital investment platform.
Through this partnership, Capitalize will empower Webull clients to locate and transfer old 401(k)s into Individual Retirement Accounts (IRAs) conveniently within the Webull platform.
This partnership combines Webull’s online brokerage platform and advanced trading tools with Capitalize’s Embedded Rollover API, the industry’s first API to help financial institutions power rollovers natively for their users. By integrating Capitalize’s digital rollover technology, Webull users will enjoy a simplified and streamlined process to transfer legacy retirement accounts, like 401(k)s, into IRAs at Webull. This enhancement enables Webull customers to more efficiently manage their retirement savings on a single platform.
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