SoFi Technologies and Capitalize Expand Partnership to Streamline 401(k) Transfers with New Rollover API Integration

Reuters

05-07

SoFi Technologies and Capitalize Expand Partnership to Streamline 401(k) Transfers with New Rollover API Integration

SoFi Technologies Inc. has announced an expansion of its partnership with Capitalize, a leading platform for retirement account transfers. The collaboration now incorporates Capitalize's Embedded Rollover API within the SoFi app, allowing members to seamlessly locate and consolidate their legacy 401(k) accounts into SoFi Individual Retirement Accounts (IRAs) without leaving the app. This integration promises a faster, more efficient process for members to manage their retirement savings. The partnership aims to enhance the digital financial service offerings of SoFi, aligning with its mission to help members build long-term wealth.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. SoFi Technologies Inc. published the original content used to generate this news brief via Business Wire (Ref. ID: 20250507205314) on May 07, 2025, and is solely responsible for the information contained therein.

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SoFi Technologies Inc. published the original content used to generate this news brief via Business Wire (Ref. 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