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May 8, 2025

SoFi and Capitalize Expand 401(k) Rollover Integration for Users

SoFi, a digital finance leader, and Capitalize, the award-winning retirement account transfer platform, have expanded their collaboration to streamline 401(k) rollovers. The new integration embeds Capitalize’s Rollover API into the SoFi app, enabling members to locate and consolidate legacy 401(k) accounts directly into their SoFi IRAs without ever leaving the app.

SoFi and Capitalize Expand 401(k) Rollover Integration for Users

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