M1 Finance Partners with Capitalize to Streamline Retirement Account Transfers
11/13/24, 3:08 PM
Location
Industry
banking
lending
fintech
finance
financial services
Type
partnership
M1 Finance has announced a new partnership with Capitalize, integrating Capitalize's Enterprise Rollover solution into M1’s account transfer process, simplifying the transfer of legacy retirement accounts into M1 IRAs. This collaboration aims to help clients consolidate their retirement savings more easily, enhancing their overall financial health.