TradeStation will use Capitalize’s Rollover API to simplify retirement account transfers and enhance the user experience

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/

About TradeStation Securities, Inc.
Founded in 1995, TradeStation Securities, Inc. (Member NYSE, FINRA, SIPC, NSCC, DTC, OCC, NFA & CME) offers self-clearing equities, options, futures, and futures options brokerage services as a licensed securities broker-dealer with the Securities and Exchange Commission and futures commission merchant with the Commodity Futures Trading Commission and is a member of major equities and futures exchanges in the United States.

About TradeStation Group, Inc.
Founded in 1982, TradeStation Group companies provide institutional-grade fintech tools and account-related services – and are where traders can find their home. TradeStation Group, Inc. is the parent company of several subsidiaries, including TradeStation Securities, Inc. and TradeStation Technologies, Inc. TradeStation Group companies seek to deliver the ultimate trading experience to retail and institutional clients that need a customizable trading ecosystem to perform their strategies. TradeStation Technologies provides award-winning^† trading and analysis platforms through TradeStation Securities’ self-clearing online brokerage services for equities, options, futures, and futures options. These advanced trading tools are accessible on desktop, web, and mobile devices, as well as via API technologies that provide seamless access to TradeStation Securities’ brokerage environment through third-party platforms. Created by traders, for traders, TradeStation Group companies’ institutional-level offerings cater to those who are born to trade. Learn more about TradeStation Group companies.

^†Visit TradeStation.com to learn more.

About Capitalize
Capitalize is an award-winning platform to help individuals and financial institutions digitally locate and transfer retirement assets, such as 401(k)s. Capitalize’s technology is used by leading financial institutions to power rollovers natively for their users and is also available to individuals directly. Capitalize helps Americans better save for retirement by ensuring that they can easily find, transfer, and keep track of their retirement assets. Capitalize has been recognized as one of TIME’s 100 Best Inventions, a World Changing Idea by Fast Company, and a Forbes Top 50 Fintech.

*A rollover of retirement plan assets to an IRA is not your only option. Carefully consider all your available options which may include, but not be limited to, keeping your assets in your former employer's plan; rolling over assets to a new employer's plan; or taking a cash distribution (taxes and possible withdrawal penalties may apply). Prior to a decision, be sure to understand the benefits and limitations of your available options and consider factors such as differences in investment-related expenses, plan or account fees, available investment options, distribution options, legal and creditor protections, the availability of loan provisions, tax treatment, and other concerns specific to your individual circumstances.

Any potential tax advantages or benefits will depend on your circumstances. The information provided here is for information purposes only. It is not intended to constitute tax advice that may be relied upon to avoid penalties under any federal, state, local, or other tax statutes or regulations and does not resolve any tax issues in your favor. Visit www.IRS.gov/Publications to review IRS Publication 590-A and IRS Publication 590-B regarding Contributions to and Distributions from Individual Retirement Accounts for additional information. Consult your tax professional about your individual tax situation.

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