M1 Finance Partners with Capitalize to Simplify Retirement Account Transfers for Clients
NEW YORK–(BUSINESS WIRE)–Capitalize, a leading platform for transferring retirement accounts, is excited to announce its new partnership with M1 Finance, a pioneer in personal finance and investing. This collaboration will integrate Capitalize’s Enterprise Rollover solution into M1’s account transfer process, streamlining the transfer of legacy retirement accounts into M1 IRAs. This integration will help clients […]