TradeStation Securities, Inc. (“TradeStation”), an award-winning†, self-clearing online brokerage firm for trading stocks, options, futures, and futures options, and Capitalize Money, Inc. (“Capitalize”) today announced a new integration designed to modernize how traders and investors move and manage their employer-sponsored retirement accounts. Building on TradeStation’s reputation for delivering advanced trading technology and reliable brokerage services for sophisticated traders, this integration underscores TradeStation’s commitment to its community of active traders.
Through this integration, TradeStation will embed Capitalize’s Rollover API, enabling TradeStation users to transfer 401(k) assets into their Individual Retirement Accounts (IRAs) through the TradeStation platform.* The capability allows TradeStation users to consolidate and manage their savings all in one place.
The traditional rollover process remains complex and inefficient, with many Americans leaving behind their 401(k)s during job changes due to frustration with transfers. Rollovers typically take six to eight weeks, compared to other money-movement methods — like Automated Clearing House (ACH) and Automated Customer Account Transfer Service (ACATS) — which happen online on average in just a few business days. Capitalize helps address that challenge head-on with a digital-first workflow that helps streamline the process, and TradeStation’s integration helps keep users on a single platform.
“TradeStation clients expect award-winning technology, whether they’re trading or managing long-term investments,” said John Bartleman, President and CEO of TradeStation Securities’ parent company, TradeStation Group, Inc. “Through our integration with Capitalize, we’re bringing that same standard to retirement accounts, supporting confident and efficient movement of assets.”
“We’re thrilled to work with TradeStation to extend the power of our Rollover API to one of the most sophisticated trading communities in the market,” said Gaurav Sharma, CEO and Co-Founder of Capitalize. “TradeStation has long pushed trading execution and innovation, and together we’re giving traders the same high-performance experience they expect, this time for their retirement account transfers.”
As a result of the integration, TradeStation users will soon be able to use Capitalize to help locate old 401(k)s, verify account details, and submit rollover requests without leaving the TradeStation platform. The result is a frictionless, faster process that helps users consolidate old 401(k)s into their TradeStation retirement accounts.
TradeStation joins a growing network of financial institutions that leverage Capitalize’s Rollover API to simplify rollovers, enhance the trader experience, and grow platform assets. Capitalize’s technology has powered billions of dollars in retirement account transfers, and adoption continues to expand as financial institutions modernize their retirement offerings.
For more information, visit www.tradestation.com/accounts/retirement/401k-rollover/
