Stash and Capitalize Announce New Rollover Partnership

Business Wire. (2026, August 19). Stash and Capitalize announce new rollover partnership. Yahoo Finance. https://finance.yahoo.com/small-business/articles/stash-capitalize-announce-rollover-partnership-130000061.html

• Stash, a digital financial advisor, and Capitalize, a retirement account transfer platform, announced a partnership enabling Stash customers to consolidate legacy 401(k) accounts into Individual Retirement Accounts directly within the Stash app.

• The integration is built on Capitalize's Embedded Rollover API, which allows users to search for old 401(k) accounts, initiate transfer requests digitally, and receive guided support without leaving the Stash platform.

• The offering became available to eligible U.S. Stash customers on August 19, 2026.

• Stash CEO Brandon Krieg stated that too many Americans leave retirement savings behind when they change jobs because rolling over an old 401(k) is harder than it should be.

• Capitalize CEO Gaurav Sharma stated that the partnership gives Stash customers a simpler way to transfer and consolidate their retirement savings while reducing friction in the process.

• The release cites a May 2024 Goldman Sachs report indicating that 60% of Gen Z and 67% of Millennials report having personalized retirement plans.

• Capitalize's technology has supported billions of dollars in retirement account transfers, and the company has been recognized among TIME's 100 Best Inventions and Forbes' Top 50 Fintech companies.

Knote: As younger workers bounce from job to job, they scatter small 401(k)s around like Johnny Appleseed. This tool can help consolidate them into something coherent.