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M1 Finance Partners with Capitalize to Streamline Retirement Account Transfers

M1 Finance Partners with Capitalize to Streamline Retirement Account Transfers

11/13/24, 3:08 PM
Location
https://purecatamphetamine.github.io/country-flag-icons/3x2/US.svgnew york
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.

Company Info

Company
M1 Finance
Location
new york, new york, united states
Additional Info
M1 Finance is a pioneer in personal finance and investing, committed to improving clients' financial well-being.